Swp Financial LLC Ishares Tr Core Aggressive All Transaction History
Swp Financial LLC
- $164 Billion
- Q3 2024
A detailed history of Swp Financial LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Swp Financial LLC holds 5,077 shares of AOA stock, worth $394,787. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,077
Previous 5,102
0.49%
Holding current value
$394,787
Previous $382 Million
5.01%
% of portfolio
0.24%
Previous 0.25%
Shares
4 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$171 Million1.54% of portfolio
-
Rockefeller Capital Management L.P. New York, NY479KShares$37.2 Million0.1% of portfolio
-
Assetmark, Inc276KShares$21.5 Million0.06% of portfolio
-
Geo Wealth Management, LLC Chicago, IL213KShares$16.6 Million0.72% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$14.9 Million0.05% of portfolio