Trajan Wealth LLC Ishares Tr Core Aggressive All Transaction History

Trajan Wealth LLC

$1.83 Trillion
Q1 2025

A detailed history of Trajan Wealth LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Trajan Wealth LLC holds 7,523 shares of AOA stock, worth $597,702. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,523

Holding current value

$597,702

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$75.7 - $80.01 $569,491 - $601,915	7,523 New	7,523 $576 Million

Others Institutions Holding AOA

# of Institutions

372

Shares Held

8.99M

Call Options Held

Put Options Held

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.2M
Shares

$175 Million
1.52% of portfolio
Rockefeller Capital Management L.P. New York, NY

525K
Shares

$41.7 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.9 Million
0.06% of portfolio
Morgan Stanley New York, NY

203K
Shares

$16.2 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

178K
Shares

$14.2 Million
0.05% of portfolio

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
Sector ETFs
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