Morton Brown Family Wealth, LLC Ishares Tr Core Aggressive All Transaction History
Morton Brown Family Wealth, LLC
- $260 Million
- Q2 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 189 shares of AOA stock, worth $14,779. This represents 0.01% of its overall portfolio holdings.
Number of Shares
189
Previous 171
10.53%
Holding current value
$14,779
Previous $12,000
16.67%
% of portfolio
0.01%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding AOA
# of Institutions
336Shares Held
8.2MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$172 Million1.54% of portfolio
-
Rockefeller Capital Management L.P. New York, NY479KShares$37.4 Million0.1% of portfolio
-
Assetmark, Inc275KShares$21.5 Million0.06% of portfolio
-
Geo Wealth Management, LLC Chicago, IL213KShares$16.7 Million0.72% of portfolio
-
Cambridge Investment Research Advisors, Inc.199KShares$15.6 Million0.06% of portfolio