Valpey Financial Services, LLC Ishares Tr Core Aggressive All Transaction History
Valpey Financial Services, LLC
- $145 Billion
- Q2 2025
A detailed history of Valpey Financial Services, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Valpey Financial Services, LLC holds 2,796 shares of AOA stock, worth $241,881. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,796Holding current value
$241,881% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding AOA
# of Institutions
389Shares Held
9.56MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$190 Million1.52% of portfolio
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Rockefeller Capital Management L.P. New York, NY531KShares$45.9 Million0.1% of portfolio
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Cx Institutional477KShares$41.2 Million1.39% of portfolio
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Assetmark, Inc268KShares$23.1 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC172KShares$14.9 Million0.01% of portfolio