Jim Saulnier & Associates, LLC Ishares Tr Core Aggressive All Transaction History
Jim Saulnier & Associates, LLC
- $116 Billion
- Q4 2024
A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 79,696 shares of AOA stock, worth $6.26 Million. This represents 5.27% of its overall portfolio holdings.
Number of Shares
79,696
Previous 55,176
44.44%
Holding current value
$6.26 Million
Previous $4.35 Billion
40.23%
% of portfolio
5.27%
Previous 4.26%
Shares
2 transactions
Others Institutions Holding AOA
# of Institutions
370Shares Held
10.1MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$172 Million1.41% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$50.4 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40.5 Million0.11% of portfolio
-
Stifel Financial Corp St. Louis, MO306KShares$24.1 Million0.03% of portfolio
-
Assetmark, Inc273KShares$21.4 Million0.06% of portfolio