Saxony Capital Management, LLC Ishares Tr Core Aggressive All Transaction History
Saxony Capital Management, LLC
- $114 Billion
- Q4 2024
A detailed history of Saxony Capital Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Saxony Capital Management, LLC holds 4,095 shares of AOA stock, worth $326,740. This represents 0.28% of its overall portfolio holdings.
Number of Shares
4,095
Previous 3,543
15.58%
Holding current value
$326,740
Previous $280 Million
12.21%
% of portfolio
0.28%
Previous 0.26%
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