Great Point Wealth Advisors, LLC Ishares Tr Core Aggressive All Transaction History
Great Point Wealth Advisors, LLC
- $450 Million
- Q4 2024
A detailed history of Great Point Wealth Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 6,904 shares of AOA stock, worth $543,068. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,904
Previous 6,938
0.49%
Holding current value
$543,068
Previous $547,000
3.47%
% of portfolio
0.12%
Previous 0.12%
Shares
17 transactions
Others Institutions Holding AOA
# of Institutions
346Shares Held
8.52MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$173 Million1.41% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40.5 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.7 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$15.1 Million0.05% of portfolio
-
Mesirow Financial Investment Management, Inc.159KShares$12.5 Million0.25% of portfolio