Strategic Financial Concepts, LLC Ishares Tr Core Aggressive All Transaction History

Strategic Financial Concepts, LLC

$533 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 27, 2025	BUY	$76.61 - $79.88 $4.52 Million - $4.71 Million	58,982 New	58,982 $59 Million

Others Institutions Holding AOA

# of Institutions

372

Shares Held

8.98M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.2M
Shares

$177 Million
1.52% of portfolio
Rockefeller Capital Management L.P. New York, NY

525K
Shares

$42.4 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$22.3 Million
0.06% of portfolio
Morgan Stanley New York, NY

203K
Shares

$16.4 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

178K
Shares

$14.4 Million
0.05% of portfolio

About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.