Marion Wealth Management Ishares Tr Core Aggressive All Transaction History
Marion Wealth Management
- $371 Million
- Q1 2025
A detailed history of Marion Wealth Management transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Marion Wealth Management holds 8,339 shares of AOA stock, worth $639,267. This represents 0.17% of its overall portfolio holdings.
Number of Shares
8,339
Previous 7,479
11.5%
Holding current value
$639,267
Previous $572,000
11.19%
% of portfolio
0.17%
Previous 0.15%
Shares
10 transactions
Others Institutions Holding AOA
# of Institutions
365Shares Held
10MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$168 Million1.52% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$49.1 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$39.5 Million0.11% of portfolio
-
Stifel Financial Corp St. Louis, MO306KShares$23.5 Million0.03% of portfolio
-
Assetmark, Inc276KShares$21.1 Million0.06% of portfolio