Pacific Capital Wealth Advisors, Inc Ishares Tr Core Aggressive All Transaction History

Pacific Capital Wealth Advisors, Inc

  • $598 Million
  • Q4 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 524 shares of AOA stock, worth $40,856. This represents 0.01% of its overall portfolio holdings.

Number of Shares
524
Previous 446 17.49%
Holding current value
$40,856
Previous $35,000 14.29%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 22, 2025
BUY
$76.61 - $79.88 $5,975 - $6,230
78 Added 17.49%
524 $40,000
Q3 2024

Oct 15, 2024
BUY
$72.11 - $79.05 $7,787 - $8,537
108 Added 31.95%
446 $35,000
Q2 2024

Aug 06, 2024
BUY
$70.02 - $75.08 $23,666 - $25,377
338 New
338 $25,000

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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