Ellenbecker Investment Group Ishares Tr Core Aggressive All Transaction History
Ellenbecker Investment Group
- $541 Million
- Q4 2024
A detailed history of Ellenbecker Investment Group transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Ellenbecker Investment Group holds 105,723 shares of AOA stock, worth $8.44 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
105,723
Previous 79,473
33.03%
Holding current value
$8.44 Million
Previous $6.27 Million
29.15%
% of portfolio
1.5%
Previous 1.19%
Shares
13 transactions
Others Institutions Holding AOA
# of Institutions
368Shares Held
10.1MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$175 Million1.41% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$51.1 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$41.1 Million0.11% of portfolio
-
Stifel Financial Corp St. Louis, MO306KShares$24.5 Million0.03% of portfolio
-
Assetmark, Inc273KShares$21.8 Million0.06% of portfolio