First Ascent Asset Management, LLC Ishares Tr Core Aggressive All Transaction History
First Ascent Asset Management, LLC
- $892 Billion
- Q4 2023
A detailed history of First Ascent Asset Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, First Ascent Asset Management, LLC holds 79,461 shares of AOA stock, worth $6.04 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
79,461
Previous 73,971
7.42%
Holding current value
$6.04 Million
Previous $4.7 Billion
16.83%
% of portfolio
0.61%
Previous 0.61%
Shares
16 transactions
Others Institutions Holding AOA
# of Institutions
334Shares Held
8.19MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$167 Million1.54% of portfolio
-
Rockefeller Capital Management L.P. New York, NY479KShares$36.4 Million0.1% of portfolio
-
Assetmark, Inc275KShares$20.9 Million0.06% of portfolio
-
Geo Wealth Management, LLC Chicago, IL213KShares$16.2 Million0.72% of portfolio
-
Cambridge Investment Research Advisors, Inc.199KShares$15.2 Million0.06% of portfolio