O Donnell Financial Services, LLC Ishares Tr Core Aggressive All Transaction History
O Donnell Financial Services, LLC
- $212 Million
- Q3 2024
A detailed history of O Donnell Financial Services, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, O Donnell Financial Services, LLC holds 25,819 shares of AOA stock, worth $1.98 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
25,819
Previous 25,028
3.16%
Holding current value
$1.98 Million
Previous $1.87 Million
8.87%
% of portfolio
0.96%
Previous 0.92%
Shares
4 transactions
Others Institutions Holding AOA
# of Institutions
339Shares Held
8.21MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$168 Million1.48% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$39.5 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.2 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$14.7 Million0.05% of portfolio
-
Mesirow Financial Investment Management, Inc.159KShares$12.2 Million0.25% of portfolio