Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Core Aggressive All Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.33 Billion
- Q3 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 27,019 shares of AOA stock, worth $2.1 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
27,019
Previous 26,852
0.62%
Holding current value
$2.1 Million
Previous $2.01 Million
6.23%
% of portfolio
0.05%
Previous 0.04%
Shares
13 transactions
Others Institutions Holding AOA
# of Institutions
340Shares Held
8.21MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$171 Million1.48% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.5 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$14.9 Million0.05% of portfolio
-
Mesirow Financial Investment Management, Inc.159KShares$12.4 Million0.25% of portfolio