Montag A & Associates Inc Ishares Tr Core Aggressive All Transaction History
Montag A & Associates Inc
- $2.02 Billion
- Q2 2025
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 $90,753. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,036
Previous 1,036
-0.0%
Holding current value
$90,753
Previous $79,000
8.86%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding AOA
# of Institutions
389Shares Held
9.58MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$192 Million1.52% of portfolio
-
Rockefeller Capital Management L.P. New York, NY531KShares$46.5 Million0.1% of portfolio
-
Cx Institutional477KShares$41.8 Million1.39% of portfolio
-
Assetmark, Inc268KShares$23.4 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC172KShares$15.1 Million0.01% of portfolio