Sweet Financial Partners, LLC Ishares Tr Core Aggressive All Transaction History
Sweet Financial Partners, LLC
- $447 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding AOA
# of Institutions
381Shares Held
9.54MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$186 Million1.52% of portfolio
-
Rockefeller Capital Management L.P. New York, NY531KShares$44.9 Million0.12% of portfolio
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Cx Institutional477KShares$40.3 Million1.39% of portfolio
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Assetmark, Inc268KShares$22.6 Million0.05% of portfolio
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Morgan Stanley New York, NY203KShares$17.2 Million0.0% of portfolio