Napa Wealth Management Ishares Tr Core Aggressive All Transaction History
Napa Wealth Management
- $178 Billion
- Q1 2025
Shares
3 transactions
Others Institutions Holding AOA
# of Institutions
375Shares Held
9.43MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$183 Million1.52% of portfolio
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Rockefeller Capital Management L.P. New York, NY525KShares$43.8 Million0.11% of portfolio
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Cx Institutional477KShares$39.7 Million1.38% of portfolio
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Assetmark, Inc276KShares$23 Million0.06% of portfolio
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Morgan Stanley New York, NY203KShares$16.9 Million0.0% of portfolio