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

Topel & Distasi Wealth Management, LLC

  • $241 Million
  • Q3 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 4,683 shares of AOA stock, worth $369,114. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,683
Previous 3,830 22.27%
Holding current value
$369,114
Previous $286,000 29.02%
% of portfolio
0.15%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$72.11 - $79.05 $61,509 - $67,429
853 Added 22.27%
4,683 $369,000
Q2 2024

Aug 09, 2024
BUY
$70.02 - $75.08 $22,756 - $24,401
325 Added 9.27%
3,830 $286,000
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
341
Shares Held
8.21M
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
Track This Portfolio

Track Topel & Distasi Wealth Management, LLC Portfolio

Follow Topel & Distasi Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Topel & Distasi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Topel & Distasi Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email