Triad Wealth Partners, LLC Ishares Tr Core Aggressive All Transaction History
Triad Wealth Partners, LLC
- $191 Billion
- Q2 2024
A detailed history of Triad Wealth Partners, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 5 shares of AOA stock, worth $386. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5Holding current value
$386% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding AOA
# of Institutions
335Shares Held
8.2MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$170 Million1.54% of portfolio
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Rockefeller Capital Management L.P. New York, NY479KShares$37 Million0.1% of portfolio
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Assetmark, Inc275KShares$21.2 Million0.06% of portfolio
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Geo Wealth Management, LLC Chicago, IL213KShares$16.5 Million0.72% of portfolio
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Cambridge Investment Research Advisors, Inc.199KShares$15.4 Million0.06% of portfolio