Marcum Wealth, LLC Ishares Tr Core Aggressive All Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Marcum Wealth, LLC holds 4,916 shares of AOA stock, worth $378,532. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,916

Holding current value

$378,532

% of portfolio

0.03%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$76.61 - $79.88 $376,614 - $392,690	4,916 New	4,916 $376,000
Q4 2023 Jan 10, 2024	BUY	$60.96 - $69.28 $262,554 - $298,388	4,307 New	4,307 $297,000

Others Institutions Holding AOA

# of Institutions

371

Shares Held

10.2M

Call Options Held

Put Options Held

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$169 Million
1.41% of portfolio
Wells Fargo & Company San Francisco, CA

641K
Shares

$49.4 Million
0.01% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$39.6 Million
0.11% of portfolio
Stifel Financial Corp St. Louis, MO

306K
Shares

$23.6 Million
0.03% of portfolio
Assetmark, Inc

273K
Shares

$21 Million
0.06% of portfolio

View Full List

About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
Sector ETFs
Industry ETFs

More about AOA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Account