Elevation Capital Advisory, LLC Ishares Tr Core Aggressive All Transaction History

Elevation Capital Advisory, LLC

$226 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 15, 2024	BUY	$70.02 - $75.08 $3.03 Million - $3.25 Million	43,267 New	43,267 $3.24 Billion

Others Institutions Holding AOA

# of Institutions

340

Shares Held

8.22M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$173 Million
1.54% of portfolio
Rockefeller Capital Management L.P. New York, NY

479K
Shares

$37.8 Million
0.1% of portfolio
Assetmark, Inc

276K
Shares

$21.8 Million
0.06% of portfolio
Geo Wealth Management, LLC Chicago, IL

213K
Shares

$16.8 Million
0.72% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$15.1 Million
0.05% of portfolio

About ISHARES TR CORE AGGRESSIVE ALL

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