Swp Financial LLC Ishares Tr Core Aggressive All Transaction History
Swp Financial LLC
- $151 Billion
- Q2 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 5,102 shares of AOA stock, worth $382,701. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,102
Previous 5,274
3.26%
Holding current value
$382,701
Previous $387 Million
1.52%
% of portfolio
0.25%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding AOA
# of Institutions
334Shares Held
8.19MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$165 Million1.54% of portfolio
-
Rockefeller Capital Management L.P. New York, NY479KShares$35.9 Million0.1% of portfolio
-
Assetmark, Inc275KShares$20.6 Million0.06% of portfolio
-
Geo Wealth Management, LLC Chicago, IL213KShares$16 Million0.72% of portfolio
-
Cambridge Investment Research Advisors, Inc.199KShares$15 Million0.06% of portfolio