Heritage Wealth Architects, Inc. Ishares Tr Core Aggressive All Transaction History
Heritage Wealth Architects, Inc.
- $162 Billion
- Q3 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 6,246 shares of AOA stock, worth $540,341. This represents 0.34% of its overall portfolio holdings.
Number of Shares
6,246Holding current value
$540,341% of portfolio
0.34%Shares
1 transactions
Others Institutions Holding AOA
# of Institutions
389Shares Held
9.56MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$190 Million1.52% of portfolio
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Rockefeller Capital Management L.P. New York, NY531KShares$45.9 Million0.1% of portfolio
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Cx Institutional477KShares$41.2 Million1.39% of portfolio
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Assetmark, Inc268KShares$23.1 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC172KShares$14.9 Million0.01% of portfolio