Hb Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History
Hb Wealth Management, LLC
- $7.99 Billion
- Q1 2024
A detailed history of Hb Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Hb Wealth Management, LLC holds 3,045 shares of AOA stock, worth $226,456. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,045
Previous 2,916
4.42%
Holding current value
$226,456
Previous $201,000
10.95%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding AOA
# of Institutions
323Shares Held
7.86MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$163 Million1.68% of portfolio
-
Rockefeller Capital Management L.P. New York, NY465KShares$34.6 Million0.1% of portfolio
-
Assetmark, Inc347KShares$25.8 Million0.08% of portfolio
-
Cambridge Investment Research Advisors, Inc.204KShares$15.2 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC149KShares$11 Million0.01% of portfolio