Marshall Financial Group Inc Ishares Tr Core Aggressive All Transaction History
Marshall Financial Group Inc
- $331 Million
- Q3 2024
A detailed history of Marshall Financial Group Inc transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Marshall Financial Group Inc holds 8,386 shares of AOA stock, worth $658,133. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,386
Previous 8,241
1.76%
Holding current value
$658,133
Previous $616,000
7.31%
% of portfolio
0.2%
Previous 0.2%
Shares
18 transactions
Others Institutions Holding AOA
# of Institutions
342Shares Held
8.3MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$172 Million1.48% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40.4 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.7 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$15 Million0.05% of portfolio
-
Mesirow Financial Investment Management, Inc.159KShares$12.5 Million0.25% of portfolio