Montag A & Associates Inc Ishares Tr Core Aggressive All Transaction History
Montag A & Associates Inc
- $2.09 Billion
- Q3 2024
A detailed history of Montag A & Associates Inc transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Montag A & Associates Inc holds 1,036 shares of AOA stock, worth $81,439. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,036
Previous 1,036
-0.0%
Holding current value
$81,439
Previous $77,000
5.19%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding AOA
# of Institutions
339Shares Held
8.21MCall 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$40.5 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.7 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$15.1 Million0.05% of portfolio
-
Mesirow Financial Investment Management, Inc.159KShares$12.5 Million0.25% of portfolio