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
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$76.61 - $79.88 $72,319 - $75,406
-944 Reduced 25.32%
2,784 $209 Million
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
370
Shares Held
10.1M
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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