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 $531,608. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,904
Previous 6,938
0.49%
Holding current value
$531,608
Previous $547,000
3.47%
% of portfolio
0.12%
Previous 0.12%
Shares
17 transactions
Others Institutions Holding AOA
# of Institutions
371Shares Held
10.2MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$169 Million1.41% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$49.4 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$39.6 Million0.11% of portfolio
-
Stifel Financial Corp St. Louis, MO306KShares$23.6 Million0.03% of portfolio
-
Assetmark, Inc273KShares$21 Million0.06% of portfolio