Tobias Financial Advisors, Inc. Ishares Tr Core Aggressive All Transaction History
Tobias Financial Advisors, Inc.
- $483 Million
- Q4 2024
A detailed history of Tobias Financial Advisors, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 17,288 shares of AOA stock, worth $1.32 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
17,288
Previous 16,296
6.09%
Holding current value
$1.32 Million
Previous $1.29 Million
3.04%
% of portfolio
0.27%
Previous 0.26%
Shares
21 transactions
Others Institutions Holding AOA
# of Institutions
364Shares Held
10MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$167 Million1.41% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$48.8 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$39.2 Million0.11% of portfolio
-
Stifel Financial Corp St. Louis, MO306KShares$23.3 Million0.03% of portfolio
-
Assetmark, Inc273KShares$20.8 Million0.06% of portfolio