Evermay Wealth Management LLC Ishares Tr Core Aggressive All Transaction History
Evermay Wealth Management LLC
- $654 Million
- Q4 2024
A detailed history of Evermay Wealth Management LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Evermay Wealth Management LLC holds 24 shares of AOA stock, worth $1,887. This represents 0.0% of its overall portfolio holdings.
Number of Shares
24
Previous 24
-0.0%
Holding current value
$1,887
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding AOA
# of Institutions
346Shares Held
8.52MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$173 Million1.41% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40.5 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.7 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$15.1 Million0.05% of portfolio
-
Mesirow Financial Investment Management, Inc.159KShares$12.5 Million0.25% of portfolio