Root Financial Partners, LLC Ishares Tr Core Aggressive All Transaction History
Root Financial Partners, LLC
- $938 Billion
- Q1 2025
A detailed history of Root Financial Partners, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Root Financial Partners, LLC holds 4,272 shares of AOA stock, worth $356,028. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,272
Previous 4,239
0.78%
Holding current value
$356,028
Previous $325 Million
0.63%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding AOA
# of Institutions
372Shares Held
8.98MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$183 Million1.52% of portfolio
-
Rockefeller Capital Management L.P. New York, NY525KShares$43.8 Million0.11% of portfolio
-
Assetmark, Inc276KShares$23 Million0.06% of portfolio
-
Morgan Stanley New York, NY203KShares$16.9 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.178KShares$14.9 Million0.05% of portfolio