Divergent Planning, LLC Ishares Tr Core Aggressive All Transaction History
Divergent Planning, LLC
- $351 Million
- Q3 2025
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 4,937 shares of AOA stock, worth $427,099. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,937
Previous 4,937
-0.0%
Holding current value
$427,099
Previous $411,000
5.84%
% of portfolio
0.12%
Previous 0.12%
Shares
19 transactions
Others Institutions Holding AOA
# of Institutions
389Shares Held
9.56MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$190 Million1.52% of portfolio
-
Rockefeller Capital Management L.P. New York, NY531KShares$45.9 Million0.1% of portfolio
-
Cx Institutional477KShares$41.2 Million1.39% of portfolio
-
Assetmark, Inc268KShares$23.1 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC172KShares$14.9 Million0.01% of portfolio