Discipline Wealth Solutions, LLC Ishares Tr Core Aggressive All Transaction History
Discipline Wealth Solutions, LLC
- $354 Million
- Q3 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 2,412 shares of AOA stock, worth $214,209. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,412Holding current value
$214,209% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding AOA
# of Institutions
413Shares Held
9.29MCall Options Held
4.9KPut Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$195 Million1.06% of portfolio
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Rockefeller Capital Management L.P. New York, NY544KShares$48.3 Million0.1% of portfolio
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Assetmark, Inc243KShares$21.6 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC199KShares$17.7 Million0.01% of portfolio
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Mesirow Financial Investment Management, Inc.155KShares$13.8 Million0.26% of portfolio