Eisner Amper Wealth Management Corporate Benefits, LLC Ishares Tr Core Aggressive All Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

$274 Million
Q4 2023

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	BUY	$63.24 - $67.72 $723,149 - $774,378	11,435 New	11,435 $726,000

Others Institutions Holding AOA

# of Institutions

389

Shares Held

9.56M

Call Options Held

Put Options Held

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.2M
Shares

$190 Million
1.52% of portfolio
Rockefeller Capital Management L.P. New York, NY

531K
Shares

$45.9 Million
0.1% of portfolio
Cx Institutional

477K
Shares

$41.2 Million
1.39% of portfolio
Assetmark, Inc

268K
Shares

$23.1 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

172K
Shares

$14.9 Million
0.01% of portfolio

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