Divergent Planning, LLC Ishares Tr Core Aggressive All Transaction History
Divergent Planning, LLC
- $294 Million
- Q4 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 4,729 shares of AOA stock, worth $361,484. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,729
Previous 4,697
0.68%
Holding current value
$361,484
Previous $370,000
2.16%
% of portfolio
0.12%
Previous 0.14%
Shares
17 transactions
Others Institutions Holding AOA
# of Institutions
371Shares Held
10.2MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$168 Million1.41% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$49 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$39.3 Million0.11% of portfolio
-
Stifel Financial Corp St. Louis, MO306KShares$23.4 Million0.03% of portfolio
-
Assetmark, Inc273KShares$20.8 Million0.06% of portfolio