Elevate Wealth Advisory, Inc Ishares Tr Core Aggressive All Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 200 shares of AOA stock, worth $15,400. This represents 0.01% of its overall portfolio holdings.
Number of Shares
200
Previous 175
14.29%
Holding current value
$15,400
Previous $13.1 Million
20.59%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding AOA
# of Institutions
339Shares Held
8.21MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$169 Million1.48% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$39.6 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.2 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$14.8 Million0.05% of portfolio
-
Mesirow Financial Investment Management, Inc.159KShares$12.2 Million0.25% of portfolio