Diversify Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
A detailed history of Diversify Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 3,704 shares of AOA stock, worth $328,026. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,704
Previous 3,252
13.9%
Holding current value
$328,026
Previous $249 Million
26.58%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding AOA
# of Institutions
388Shares Held
9.53MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$195 Million1.52% of portfolio
-
Rockefeller Capital Management L.P. New York, NY531KShares$47 Million0.1% of portfolio
-
Cx Institutional477KShares$42.2 Million1.39% of portfolio
-
Assetmark, Inc268KShares$23.7 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC172KShares$15.2 Million0.01% of portfolio