O Donnell Financial Services, LLC Ishares Tr Core Aggressive All Transaction History
O Donnell Financial Services, LLC
- $202 Million
- Q1 2025
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 27,670 shares of AOA stock, worth $2.2 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
27,670
Previous 26,284
5.27%
Holding current value
$2.2 Million
Previous $2.01 Million
5.12%
% of portfolio
1.05%
Previous 0.92%
Shares
6 transactions
Others Institutions Holding AOA
# of Institutions
372Shares Held
8.99MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$175 Million1.52% of portfolio
-
Rockefeller Capital Management L.P. New York, NY525KShares$41.7 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.9 Million0.06% of portfolio
-
Morgan Stanley New York, NY203KShares$16.2 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.178KShares$14.2 Million0.05% of portfolio