Phillips Wealth Planners LLC Ishares Tr Core Aggressive All Transaction History
Phillips Wealth Planners LLC
- $100 Billion
- Q4 2024
A detailed history of Phillips Wealth Planners LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 3,265 shares of AOA stock, worth $257,673. This represents 0.25% of its overall portfolio holdings.
Number of Shares
3,265Holding current value
$257,673% of portfolio
0.25%Shares
1 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$173 Million1.41% of portfolio
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Wells Fargo & Company San Francisco, CA641KShares$50.6 Million0.01% of portfolio
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Rockefeller Capital Management L.P. New York, NY515KShares$40.6 Million0.11% of portfolio
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Stifel Financial Corp St. Louis, MO306KShares$24.2 Million0.03% of portfolio
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Assetmark, Inc273KShares$21.5 Million0.06% of portfolio