Simpli Fi, Inc. Ishares Tr Core Aggressive All Transaction History
Simpli Fi, Inc.
- $216 Million
- Q4 2024
A detailed history of Simpli Fi, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Simpli Fi, Inc. holds 7,225 shares of AOA stock, worth $561,021. This represents 0.26% of its overall portfolio holdings.
Number of Shares
7,225
Previous 7,075
2.12%
Holding current value
$561,021
Previous $558,000
0.9%
% of portfolio
0.26%
Previous 0.25%
Shares
14 transactions
Others Institutions Holding AOA
# of Institutions
371Shares Held
10.2MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$170 Million1.41% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$49.8 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40 Million0.11% of portfolio
-
Stifel Financial Corp St. Louis, MO306KShares$23.8 Million0.03% of portfolio
-
Assetmark, Inc273KShares$21.2 Million0.06% of portfolio