Consilium Wealth Advisory, LLC Ishares Tr Core Aggressive All Transaction History
Consilium Wealth Advisory, LLC
- $182 Million
- Q2 2024
A detailed history of Consilium Wealth Advisory, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 58,017 shares of AOA stock, worth $4.41 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
58,017
Previous 58,276
0.44%
Holding current value
$4.41 Million
Previous $4.28 Million
1.36%
% of portfolio
2.39%
Previous 2.42%
Shares
11 transactions
Others Institutions Holding AOA
# of Institutions
334Shares Held
8.19MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$167 Million1.54% of portfolio
-
Rockefeller Capital Management L.P. New York, NY479KShares$36.4 Million0.1% of portfolio
-
Assetmark, Inc275KShares$20.9 Million0.06% of portfolio
-
Geo Wealth Management, LLC Chicago, IL213KShares$16.2 Million0.72% of portfolio
-
Cambridge Investment Research Advisors, Inc.199KShares$15.2 Million0.06% of portfolio