Guardian Financial Partners, LLC Ishares Tr Core Aggressive All Transaction History
Guardian Financial Partners, LLC
- $122 Million
- Q2 2024
A detailed history of Guardian Financial Partners, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 3,065 shares of AOA stock, worth $239,683. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,065
Previous 3,056
0.29%
Holding current value
$239,683
Previous $224,000
2.23%
% of portfolio
0.19%
Previous 0.19%
Shares
11 transactions
Others Institutions Holding AOA
# of Institutions
336Shares Held
8.2MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$172 Million1.54% of portfolio
-
Rockefeller Capital Management L.P. New York, NY479KShares$37.4 Million0.1% of portfolio
-
Assetmark, Inc275KShares$21.5 Million0.06% of portfolio
-
Geo Wealth Management, LLC Chicago, IL213KShares$16.7 Million0.72% of portfolio
-
Cambridge Investment Research Advisors, Inc.199KShares$15.6 Million0.06% of portfolio