Legacy Wealth Managment, Llc/Id Ishares Tr Core Aggressive All Transaction History
Legacy Wealth Managment, Llc/Id
- $145 Million
- Q3 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 4,585 shares of AOA stock, worth $407,193. This represents 0.28% of its overall portfolio holdings.
Number of Shares
4,585Holding current value
$407,193% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding AOA
# of Institutions
416Shares Held
9.31MCall Options Held
4.9KPut Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$195 Million1.06% of portfolio
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Rockefeller Capital Management L.P. New York, NY544KShares$48.3 Million0.1% of portfolio
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Assetmark, Inc243KShares$21.6 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC199KShares$17.7 Million0.01% of portfolio
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Mesirow Financial Investment Management, Inc.155KShares$13.8 Million0.26% of portfolio