Root Financial Partners, LLC Ishares Tr Core Aggressive All Transaction History
Root Financial Partners, LLC
- $807 Billion
- Q4 2024
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 4,239 shares of AOA stock, worth $338,229. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,239
Previous 4,708
9.96%
Holding current value
$338,229
Previous $372 Million
12.59%
% of portfolio
0.04%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding AOA
# of Institutions
369Shares Held
9.97MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$175 Million1.41% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$51.1 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$41.1 Million0.11% of portfolio
-
Stifel Financial Corp St. Louis, MO306KShares$24.5 Million0.03% of portfolio
-
Assetmark, Inc273KShares$21.8 Million0.06% of portfolio