Warren Averett Asset Management, LLC Ishares Tr Core Aggressive All Transaction History
Warren Averett Asset Management, LLC
- $6.36 Billion
- Q4 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 143,522 shares of AOA stock, worth $11.5 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
143,522
Previous 144,966
1.0%
Holding current value
$11.5 Million
Previous $11.4 Million
3.88%
% of portfolio
0.17%
Previous 0.21%
Shares
30 transactions
Others Institutions Holding AOA
# of Institutions
369Shares Held
9.97MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$175 Million1.41% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$51.1 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$41.1 Million0.11% of portfolio
-
Stifel Financial Corp St. Louis, MO306KShares$24.5 Million0.03% of portfolio
-
Assetmark, Inc273KShares$21.8 Million0.06% of portfolio