True Private Wealth Advisors Ishares Tr Core Aggressive All Transaction History
True Private Wealth Advisors
- $762 Million
- Q2 2025
A detailed history of True Private Wealth Advisors transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, True Private Wealth Advisors holds 12,874 shares of AOA stock, worth $1.14 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
12,874
Previous 13,496
4.61%
Holding current value
$1.14 Million
Previous $1.03 Million
3.97%
% of portfolio
0.14%
Previous 0.13%
Shares
25 transactions
Others Institutions Holding AOA
# of Institutions
388Shares Held
9.53MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$195 Million1.52% of portfolio
-
Rockefeller Capital Management L.P. New York, NY531KShares$47 Million0.1% of portfolio
-
Cx Institutional477KShares$42.2 Million1.39% of portfolio
-
Assetmark, Inc268KShares$23.7 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC172KShares$15.2 Million0.01% of portfolio