Vest Gen Advisors, LLC Ishares Tr Core Aggressive All Call Options Transaction History

Vest Gen Advisors, LLC

$2.2 Trillion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AOA

# of Institutions

372

Shares Held

8.95M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.2M
Shares

$168 Million
1.52% of portfolio
Rockefeller Capital Management L.P. New York, NY

525K
Shares

$40.3 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.1 Million
0.06% of portfolio
Morgan Stanley New York, NY

203K
Shares

$15.6 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

178K
Shares

$13.7 Million
0.05% of portfolio

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