Warren Averett Asset Management, LLC Ishares Tr Core Aggressive All Transaction History
Warren Averett Asset Management, LLC
- $5.34 Billion
- Q3 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 144,966 shares of AOA stock, worth $11.5 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
144,966
Previous 141,648
2.34%
Holding current value
$11.5 Million
Previous $10.6 Million
8.0%
% of portfolio
0.21%
Previous 0.21%
Shares
29 transactions
Others Institutions Holding AOA
# of Institutions
347Shares Held
8.52MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$173 Million1.41% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40.7 Million0.11% of portfolio
-
Assetmark, Inc273KShares$21.5 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL269KShares$21.2 Million0.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$15.1 Million0.05% of portfolio