Unique Wealth, LLC Ishares Tr Core Aggressive All Transaction History
Unique Wealth, LLC
- $529 Billion
- Q1 2025
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 71,003 shares of AOA stock, worth $5.92 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
71,003
Previous 76,529
7.22%
Holding current value
$5.92 Million
Previous $5.86 Billion
7.35%
% of portfolio
1.03%
Previous 1.22%
Shares
10 transactions
Others Institutions Holding AOA
# of Institutions
372Shares Held
8.98MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$183 Million1.52% of portfolio
-
Rockefeller Capital Management L.P. New York, NY525KShares$43.8 Million0.11% of portfolio
-
Assetmark, Inc276KShares$23 Million0.06% of portfolio
-
Morgan Stanley New York, NY203KShares$16.9 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.178KShares$14.9 Million0.05% of portfolio