Napa Wealth Management Ishares Tr Core Aggressive All Transaction History

Napa Wealth Management

  • $211 Billion
  • Q3 2024

A detailed history of Napa Wealth Management transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Napa Wealth Management holds 3,728 shares of AOA stock, worth $288,472. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,728
Previous 4,149 10.15%
Holding current value
$288,472
Previous $306 Million 5.86%
% of portfolio
0.14%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$72.11 - $79.05 $30,358 - $33,280
-421 Reduced 10.15%
3,728 $288 Million
Q2 2024

Aug 14, 2024
BUY
$70.02 - $75.08 $290,512 - $311,506
4,149 New
4,149 $306 Million

Others Institutions Holding AOA

# of Institutions
341
Shares Held
8.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
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