Milestone Investment Advisors LLC Ishares Tr Core Aggressive All Transaction History
Milestone Investment Advisors LLC
- $360 Million
- Q4 2024
A detailed history of Milestone Investment Advisors LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 25 shares of AOA stock, worth $1,964. This represents 0.0% of its overall portfolio holdings.
Number of Shares
25
Previous 14
78.57%
Holding current value
$1,964
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding AOA
# of Institutions
370Shares Held
10.1MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$172 Million1.41% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$50.4 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40.5 Million0.11% of portfolio
-
Stifel Financial Corp St. Louis, MO306KShares$24.1 Million0.03% of portfolio
-
Assetmark, Inc273KShares$21.4 Million0.06% of portfolio