Tci Wealth Advisors, Inc. Ishares Tr Core Aggressive All Transaction History

Tci Wealth Advisors, Inc.

$1.13 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2017 Oct 24, 2017	SELL	$53.19 - $53.58 $6,382 - $6,429	-120 Closed	0 $0
Q2 2017 Aug 10, 2017	BUY	N/A	120	120 $6,000

Others Institutions Holding AOA

# of Institutions

369

Shares Held

10.1M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$175 Million
1.41% of portfolio
Wells Fargo & Company San Francisco, CA

641K
Shares

$51.3 Million
0.01% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$41.2 Million
0.11% of portfolio
Stifel Financial Corp St. Louis, MO

306K
Shares

$24.5 Million
0.03% of portfolio
Assetmark, Inc

273K
Shares

$21.8 Million
0.06% of portfolio

About ISHARES TR CORE AGGRESSIVE ALL

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