Great Point Wealth Advisors, LLC Ishares Tr Core Aggressive All Call Options Transaction History

Great Point Wealth Advisors, LLC

$497 Million
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AOA

# of Institutions

416

Shares Held

9.31M

Call Options Held

4.9K

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$195 Million
1.06% of portfolio
Rockefeller Capital Management L.P. New York, NY

544K
Shares

$48.3 Million
0.1% of portfolio
Assetmark, Inc

243K
Shares

$21.6 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

199K
Shares

$17.7 Million
0.01% of portfolio
Mesirow Financial Investment Management, Inc.

155K
Shares

$13.8 Million
0.26% of portfolio

About ISHARES TR CORE AGGRESSIVE ALL

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