Steel Peak Wealth Management LLC Ishares Tr Core Aggressive All Transaction History
Steel Peak Wealth Management LLC
- $2.12 Billion
- Q2 2024
A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 37,797 shares of AOA stock, worth $2.99 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
37,797
Previous 37,263
1.43%
Holding current value
$2.99 Million
Previous $2.74 Million
3.25%
% of portfolio
0.13%
Previous 0.14%
Shares
17 transactions
Others Institutions Holding AOA
# of Institutions
336Shares Held
8.2MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$173 Million1.54% of portfolio
-
Rockefeller Capital Management L.P. New York, NY479KShares$37.8 Million0.1% of portfolio
-
Assetmark, Inc275KShares$21.7 Million0.06% of portfolio
-
Geo Wealth Management, LLC Chicago, IL213KShares$16.8 Million0.72% of portfolio
-
Cambridge Investment Research Advisors, Inc.199KShares$15.8 Million0.06% of portfolio