Family Wealth Partners, LLC Ishares Tr Core Aggressive All Transaction History
Family Wealth Partners, LLC
- $193 Billion
- Q2 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 3,019 shares of AOA stock, worth $236,085. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,019
Previous 3,504
13.84%
Holding current value
$236,085
Previous $257 Million
12.31%
% of portfolio
0.12%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding AOA
# of Institutions
336Shares Held
8.2MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$172 Million1.54% of portfolio
-
Rockefeller Capital Management L.P. New York, NY479KShares$37.4 Million0.1% of portfolio
-
Assetmark, Inc275KShares$21.5 Million0.06% of portfolio
-
Geo Wealth Management, LLC Chicago, IL213KShares$16.7 Million0.72% of portfolio
-
Cambridge Investment Research Advisors, Inc.199KShares$15.6 Million0.06% of portfolio