Fidato Wealth LLC Ishares Tr Core Aggressive All Transaction History

Fidato Wealth LLC

$136 Million
Q4 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 7,885 shares of AOA stock, worth $614,793. This represents 0.44% of its overall portfolio holdings.

Number of Shares

7,885

Previous 7,706 2.32%

Holding current value

$614,793

Previous $608,000 0.66%

% of portfolio

0.44%

Previous 0.49%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$76.61 - $79.88 $13,713 - $14,298	179 Added 2.32%	7,885 $604,000
Q3 2024 Nov 05, 2024	BUY	$72.11 - $79.05 $19,253 - $21,106	267 Added 3.59%	7,706 $608,000
Q2 2024 Aug 13, 2024	BUY	$70.02 - $75.08 $14,984 - $16,067	214 Added 2.96%	7,439 $556,000
Q1 2024 Apr 18, 2024	SELL	$67.75 - $73.5 $4,742 - $5,145	-70 Reduced 0.96%	7,225 $530,000
Q4 2023 Jan 09, 2024	BUY	$60.96 - $69.28 $444,703 - $505,397	7,295 New	7,295 $503,000

Others Institutions Holding AOA

# of Institutions

370

Shares Held

10.1M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
Sector ETFs
Industry ETFs

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Fidato Wealth LLC Ishares Tr Core Aggressive All Transaction History