Gwn Securities Inc. Ishares Tr Core Aggressive All Transaction History

Gwn Securities Inc.

$374 Billion
Q4 2024

A detailed history of Gwn Securities Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Gwn Securities Inc. holds 6,127 shares of AOA stock, worth $487,954. This represents 0.13% of its overall portfolio holdings.

Number of Shares

6,127

Holding current value

$487,954

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$76.61 - $79.88 $469,389 - $489,424	6,127 New	6,127 $474 Million

Others Institutions Holding AOA

# of Institutions

364

Shares Held

9.95M

Call Options Held

Put Options Held

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$175 Million
1.41% of portfolio
Wells Fargo & Company San Francisco, CA

641K
Shares

$51 Million
0.01% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$41 Million
0.11% of portfolio
Stifel Financial Corp St. Louis, MO

306K
Shares

$24.4 Million
0.03% of portfolio
Assetmark, Inc

273K
Shares

$21.7 Million
0.06% of portfolio

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About ISHARES TR CORE AGGRESSIVE ALL

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