Montag A & Associates Inc Ishares Tr Core Aggressive All Transaction History
Montag A & Associates Inc
- $2.08 Billion
- Q4 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 $81,947. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,036
Previous 1,036
-0.0%
Holding current value
$81,947
Previous $81,000
2.47%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding AOA
# of Institutions
369Shares Held
10.1MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$174 Million1.41% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$50.7 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40.7 Million0.11% of portfolio
-
Stifel Financial Corp St. Louis, MO306KShares$24.2 Million0.03% of portfolio
-
Assetmark, Inc273KShares$21.6 Million0.06% of portfolio