Jim Saulnier & Associates, LLC Ishares Tr Core Aggressive All Transaction History
Jim Saulnier & Associates, LLC
- $129 Billion
- Q1 2025
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 109,427 shares of AOA stock, worth $8.68 Million. This represents 6.51% of its overall portfolio holdings.
Number of Shares
109,427
Previous 79,696
37.31%
Holding current value
$8.68 Million
Previous $6.11 Billion
37.11%
% of portfolio
6.51%
Previous 5.27%
Shares
3 transactions
Others Institutions Holding AOA
# of Institutions
372Shares Held
8.99MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$174 Million1.52% of portfolio
-
Rockefeller Capital Management L.P. New York, NY525KShares$41.6 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.9 Million0.06% of portfolio
-
Morgan Stanley New York, NY203KShares$16.1 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.178KShares$14.1 Million0.05% of portfolio