Twelve Points Wealth Management LLC Ishares Tr Core Aggressive All Transaction History
Twelve Points Wealth Management LLC
- $391 Million
- Q3 2025
A detailed history of Twelve Points Wealth Management LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 3,009 shares of AOA stock, worth $267,229. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,009
Previous 2,479
21.38%
Holding current value
$267,229
Previous $206,000
28.64%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding AOA
# of Institutions
415Shares Held
9.31MCall Options Held
4.9KPut Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$195 Million1.06% of portfolio
-
Rockefeller Capital Management L.P. New York, NY544KShares$48.3 Million0.1% of portfolio
-
Assetmark, Inc243KShares$21.6 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC199KShares$17.7 Million0.01% of portfolio
-
Mesirow Financial Investment Management, Inc.155KShares$13.8 Million0.26% of portfolio