Family Wealth Partners, LLC Ishares Tr Core Aggressive All Transaction History

Family Wealth Partners, LLC

  • $210 Billion
  • Q4 2024

A detailed history of Family Wealth Partners, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Family Wealth Partners, LLC holds 3,070 shares of AOA stock, worth $242,008. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,070
Previous 3,046 0.79%
Holding current value
$242,008
Previous $240 Million 2.17%
% of portfolio
0.11%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$76.61 - $79.88 $1,838 - $1,917
24 Added 0.79%
3,070 $235 Million
Q3 2024

Oct 09, 2024
BUY
$72.11 - $79.05 $1,946 - $2,134
27 Added 0.89%
3,046 $240 Million
Q2 2024

Jul 10, 2024
SELL
$70.02 - $75.08 $33,959 - $36,413
-485 Reduced 13.84%
3,019 $226 Million
Q1 2024

Apr 16, 2024
SELL
$67.75 - $73.5 $28,319 - $30,723
-418 Reduced 10.66%
3,504 $257 Million
Q4 2023

Mar 20, 2024
BUY
$60.96 - $69.28 $239,085 - $271,716
3,922 New
3,922 $271 Million

Others Institutions Holding AOA

# of Institutions
344
Shares Held
8.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
Track This Portfolio

Track Family Wealth Partners, LLC Portfolio

Follow Family Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email