Fidato Wealth LLC Ishares Tr Core Aggressive All Transaction History
Fidato Wealth LLC
- $124 Million
- Q3 2024
A detailed history of Fidato Wealth LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Fidato Wealth LLC holds 7,706 shares of AOA stock, worth $599,449. This represents 0.49% of its overall portfolio holdings.
Number of Shares
7,706
Previous 7,439
3.59%
Holding current value
$599,449
Previous $556,000
9.35%
% of portfolio
0.49%
Previous 0.49%
Shares
4 transactions
Others Institutions Holding AOA
# of Institutions
339Shares 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