Napa Wealth Management Ishares Tr Core Aggressive All Transaction History
Napa Wealth Management
- $231 Billion
- Q4 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 2,784 shares of AOA stock, worth $217,068. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,784
Previous 3,728
25.32%
Holding current value
$217,068
Previous $288 Million
27.69%
% of portfolio
0.09%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding AOA
# of Institutions
370Shares Held
10.1MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$171 Million1.41% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$50 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40.1 Million0.11% of portfolio
-
Stifel Financial Corp St. Louis, MO306KShares$23.9 Million0.03% of portfolio
-
Assetmark, Inc273KShares$21.3 Million0.06% of portfolio