Fidato Wealth LLC Ishares Tr Core Aggressive All Transaction History
Fidato Wealth LLC
- $113 Million
- Q2 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 7,439 shares of AOA stock, worth $581,952. This represents 0.49% of its overall portfolio holdings.
Number of Shares
7,439
Previous 7,225
2.96%
Holding current value
$581,952
Previous $530,000
4.91%
% of portfolio
0.49%
Previous 0.48%
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$37.5 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