Family Wealth Partners, LLC Ishares Tr Core Aggressive All Transaction History
Family Wealth Partners, LLC
- $195 Billion
- Q3 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 3,046 shares of AOA stock, worth $237,009. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,046
Previous 3,019
0.89%
Holding current value
$237,009
Previous $226 Million
6.49%
% of portfolio
0.12%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding AOA
# of Institutions
340Shares Held
8.21MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$171 Million1.48% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.5 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$14.9 Million0.05% of portfolio
-
Mesirow Financial Investment Management, Inc.159KShares$12.4 Million0.25% of portfolio