Topel & Distasi Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History

Topel & Distasi Wealth Management, LLC

  • $226 Million
  • Q1 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 3,505 shares of AOA stock, worth $266,660. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,505
Previous 3,195 9.7%
Holding current value
$266,660
Previous $220,000 16.82%
% of portfolio
0.11%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
BUY
$67.75 - $73.5 $21,002 - $22,785
310 Added 9.7%
3,505 $257,000
Q4 2023

Jan 12, 2024
BUY
$60.96 - $69.28 $194,767 - $221,349
3,195 New
3,195 $220,000

Others Institutions Holding AOA

# of Institutions
318
Shares Held
8.07M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
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