Venturi Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 19,864 shares of AOA stock, worth $1.57 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
19,864
Previous 19,720
0.73%
Holding current value
$1.57 Million
Previous $1.56 Million
2.25%
% of portfolio
0.08%
Previous 0.09%
Shares
24 transactions
Others Institutions Holding AOA
# of Institutions
369Shares Held
10.1MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$174 Million1.41% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$50.7 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40.7 Million0.11% of portfolio
-
Stifel Financial Corp St. Louis, MO306KShares$24.2 Million0.03% of portfolio
-
Assetmark, Inc273KShares$21.6 Million0.06% of portfolio