My Legacy Advisors, LLC Ishares Tr Core Aggressive All Transaction History
My Legacy Advisors, LLC
- $309 Million
- Q2 2024
A detailed history of My Legacy Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, My Legacy Advisors, LLC holds 3,107 shares of AOA stock, worth $242,967. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,107
Previous 4,942
37.13%
Holding current value
$242,967
Previous $341,000
31.96%
% of portfolio
0.07%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding AOA
# of Institutions
336Shares Held
8.21MCall 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