Divergent Planning, LLC Ishares Tr Core Aggressive All Transaction History
Divergent Planning, LLC
- $246 Million
- Q2 2024
A detailed history of Divergent Planning, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Divergent Planning, LLC holds 3,893 shares of AOA stock, worth $295,906. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,893
Previous 4,009
2.89%
Holding current value
$295,906
Previous $294,000
1.02%
% of portfolio
0.12%
Previous 0.12%
Shares
15 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