Sax Wealth Advisors, LLC Ishares Tr Core Aggressive All Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 3,419 shares of AOA stock, worth $268,835. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,419
Previous 3,301
3.57%
Holding current value
$268,835
Previous $260,000
0.38%
% of portfolio
0.02%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding AOA
# of Institutions
346Shares Held
8.51MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$173 Million1.41% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40.5 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.7 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$15.1 Million0.05% of portfolio
-
Mesirow Financial Investment Management, Inc.159KShares$12.5 Million0.25% of portfolio