Kestra Private Wealth Services, LLC Ishares Tr Core Aggressive All Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 70,430 shares of AOA stock, worth $5.54 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
70,430
Previous 63,329 11.21%
Holding current value
$5.54 Million
Previous $5 Million 7.96%
% of portfolio
0.1%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$76.61 - $79.88 $544,007 - $567,227
7,101 Added 11.21%
70,430 $5.4 Million
Q3 2024

Nov 13, 2024
SELL
$72.11 - $79.05 $54,515 - $59,761
-756 Reduced 1.18%
63,329 $5 Million
Q2 2024

Aug 12, 2024
BUY
$70.02 - $75.08 $210,900 - $226,140
3,012 Added 4.93%
64,085 $4.79 Million
Q1 2024

May 02, 2024
BUY
$67.75 - $73.5 $673,570 - $730,737
9,942 Added 19.44%
61,073 $4.49 Million
Q4 2023

Feb 05, 2024
BUY
$60.96 - $69.28 $3.12 Million - $3.54 Million
51,131 New
51,131 $3.53 Million

Others Institutions Holding AOA

# of Institutions
346
Shares Held
8.52M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
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