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 $381,137. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,916

Holding current value

$381,137

% 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

370

Shares Held

10.1M

Call Options Held

Put Options Held

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$170 Million
1.41% of portfolio
Wells Fargo & Company San Francisco, CA

641K
Shares

$49.7 Million
0.01% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$39.9 Million
0.11% of portfolio
Stifel Financial Corp St. Louis, MO

306K
Shares

$23.8 Million
0.03% of portfolio
Assetmark, Inc

273K
Shares

$21.1 Million
0.06% of portfolio

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
Sector ETFs
Industry ETFs

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