Sugarloaf Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 6,279 shares of AOA stock, worth $507,029. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,279
Previous 6,222
0.92%
Holding current value
$507,029
Previous $490,000
1.84%
% of portfolio
0.1%
Previous 0.1%
Shares
19 transactions
Others Institutions Holding AOA
# of Institutions
372Shares Held
8.98MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$177 Million1.52% of portfolio
-
Rockefeller Capital Management L.P. New York, NY525KShares$42.4 Million0.11% of portfolio
-
Assetmark, Inc276KShares$22.3 Million0.06% of portfolio
-
Morgan Stanley New York, NY203KShares$16.4 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.178KShares$14.4 Million0.05% of portfolio