Plan Group Financial, LLC Ishares Tr Core Aggressive All Transaction History
Plan Group Financial, LLC
- $295 Million
- Q2 2025
A detailed history of Plan Group Financial, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Plan Group Financial, LLC holds 15,666 shares of AOA stock, worth $1.32 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
15,666
Previous 17,347
9.69%
Holding current value
$1.32 Million
Previous $1.33 Million
1.58%
% of portfolio
0.44%
Previous 0.49%
Shares
8 transactions
Others Institutions Holding AOA
# of Institutions
384Shares Held
9.54MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$186 Million1.52% of portfolio
-
Rockefeller Capital Management L.P. New York, NY531KShares$44.9 Million0.1% of portfolio
-
Cx Institutional477KShares$40.3 Million1.39% of portfolio
-
Assetmark, Inc268KShares$22.6 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC172KShares$14.5 Million0.01% of portfolio