Jim Saulnier & Associates, LLC Ishares Tr Core Aggressive All Transaction History
Jim Saulnier & Associates, LLC
- $147 Billion
- Q2 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 146,993 shares of AOA stock, worth $12.4 Million. This represents 8.36% of its overall portfolio holdings.
Number of Shares
146,993
Previous 109,427
34.33%
Holding current value
$12.4 Million
Previous $8.37 Billion
46.45%
% of portfolio
8.36%
Previous 6.51%
Shares
4 transactions
Others Institutions Holding AOA
# of Institutions
381Shares Held
9.54MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$186 Million1.52% of portfolio
-
Rockefeller Capital Management L.P. New York, NY531KShares$44.9 Million0.12% of portfolio
-
Cx Institutional477KShares$40.3 Million1.39% of portfolio
-
Assetmark, Inc268KShares$22.6 Million0.05% of portfolio
-
Morgan Stanley New York, NY203KShares$17.2 Million0.0% of portfolio