Unique Wealth, LLC Ishares Tr Core Aggressive All Transaction History

Unique Wealth, LLC

$354 Billion
Q1 2024

A detailed history of Unique Wealth, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Unique Wealth, LLC holds 70,602 shares of AOA stock, worth $5.3 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

70,602

Previous 67,227 5.02%

Holding current value

$5.3 Million

Previous $4.64 Billion 11.73%

% of portfolio

1.46%

Previous 1.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	BUY	$67.75 - $73.5 $228,656 - $248,062	3,375 Added 5.02%	70,602 $5.19 Billion
Q4 2023 Jan 11, 2024	BUY	$60.96 - $69.28 $48,219 - $54,800	791 Added 1.19%	67,227 $4.64 Billion
Q3 2023 Oct 10, 2023	SELL	$63.24 - $67.72 $114,021 - $122,099	-1,803 Reduced 2.64%	66,436 $4.22 Billion
Q2 2023 Jul 21, 2023	BUY	$63.04 - $66.51 $105,528 - $111,337	1,674 Added 2.51%	68,239 $4.53 Billion
Q1 2023 Apr 20, 2023	BUY	$59.87 - $64.81 $191,823 - $207,651	3,204 Added 5.06%	66,565 $4.23 Billion

Q4 2022 Jan 25, 2023	BUY	$57.35 - $62.69 $3.63 Million - $3.97 Million	63,361 New	63,361 $3.79 Billion

Others Institutions Holding AOA

# of Institutions

319

Shares Held

8.06M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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Unique Wealth, LLC Ishares Tr Core Aggressive All Transaction History