Summit Wealth Partners, LLC Ishares Tr Core Aggressive All Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 15,380 shares of AOA stock, worth $1.23 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
15,380
Previous 15,524 0.93%
Holding current value
$1.23 Million
Previous $1.22 Billion 3.81%
% of portfolio
0.24%
Previous 0.24%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$76.61 - $79.88 $11,031 - $11,502
-144 Reduced 0.93%
15,380 $1.18 Billion
Q3 2024

Oct 28, 2024
BUY
$72.11 - $79.05 $85,522 - $93,753
1,186 Added 8.27%
15,524 $1.22 Billion
Q2 2024

Sep 11, 2024
BUY
$70.02 - $75.08 $58,956 - $63,217
842 Added 6.24%
14,338 $1.07 Billion
Q1 2024

Sep 11, 2024
BUY
$67.75 - $73.5 $7,046 - $7,644
104 Added 0.78%
13,496 $991 Million
Q4 2023

Sep 11, 2024
BUY
$60.96 - $69.28 $4,511 - $5,126
74 Added 0.56%
13,392 $925 Million
Q3 2023

Sep 11, 2024
SELL
$63.24 - $67.72 $26,750 - $28,645
-423 Reduced 3.08%
13,318 $846 Million
Q2 2023

Sep 11, 2024
BUY
$63.04 - $66.51 $22,190 - $23,411
352 Added 2.63%
13,741 $912 Million
Q1 2023

Sep 11, 2024
BUY
$59.87 - $64.81 $34,544 - $37,395
577 Added 4.5%
13,389 $851 Million
Q4 2022

Sep 11, 2024
BUY
$55.07 - $62.69 $36,236 - $41,250
658 Added 5.41%
12,812 $765 Million
Q3 2022

Sep 11, 2024
BUY
$55.45 - $64.54 $52,400 - $60,990
945 Added 8.43%
12,154 $674 Million
Q2 2022

Sep 11, 2024
BUY
$58.69 - $69.52 $42,432 - $50,262
723 Added 6.89%
11,209 $671 Million
Q1 2022

Sep 11, 2024
BUY
$65.0 - $73.15 $12,155 - $13,679
187 Added 1.82%
10,486 $723 Million
Q4 2021

Sep 10, 2024
BUY
$69.49 - $73.61 $44,056 - $46,668
634 Added 6.56%
10,299 $750 Million
Q3 2021

Sep 10, 2024
BUY
$69.28 - $72.77 $64,915 - $68,185
937 Added 10.74%
9,665 $675 Million
Q2 2021

Sep 10, 2024
BUY
$67.52 - $70.92 $15,529 - $16,311
230 Added 2.71%
8,728 $617 Million
Q1 2021

Sep 10, 2024
BUY
$63.86 - $67.38 $86,211 - $90,963
1,350 Added 18.89%
8,498 $569 Million
Q4 2020

Sep 10, 2024
BUY
$56.73 - $64.27 $167,013 - $189,210
2,944 Added 70.03%
7,148 $459 Million
Q3 2020

Sep 10, 2024
BUY
$55.0 - $60.45 $12,980 - $14,266
236 Added 5.95%
4,204 $244 Million
Q2 2020

Sep 10, 2024
BUY
$46.01 - $56.68 $182,567 - $224,906
3,968 New
3,968 $218 Million

Others Institutions Holding AOA

# of Institutions
369
Shares Held
9.97M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
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