Ellenbecker Investment Group Ishares Tr Core Aggressive All Transaction History
Ellenbecker Investment Group
- $475 Million
- Q1 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 63,495 shares of AOA stock, worth $4.75 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
63,495
Previous 57,035
11.33%
Holding current value
$4.75 Million
Previous $3.94 Million
18.44%
% of portfolio
0.98%
Previous 0.91%
Shares
10 transactions
Others Institutions Holding AOA
# of Institutions
319Shares Held
8.06MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$164 Million1.68% of portfolio
-
Rockefeller Capital Management L.P. New York, NY465KShares$34.7 Million0.1% of portfolio
-
Assetmark, Inc347KShares$26 Million0.08% of portfolio
-
Cambridge Investment Research Advisors, Inc.204KShares$15.3 Million0.06% of portfolio
-
Mesirow Financial Investment Management, Inc.171KShares$12.8 Million0.29% of portfolio