Warren Averett Asset Management, LLC Ishares Tr Core Aggressive All Transaction History
Warren Averett Asset Management, LLC
- $8.88 Billion
- Q2 2025
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 147,980 shares of AOA stock, worth $12.5 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
147,980
Previous 144,413
2.47%
Holding current value
$12.5 Million
Previous $11 Million
11.71%
% of portfolio
0.14%
Previous 0.14%
Shares
32 transactions
Others Institutions Holding AOA
# of Institutions
386Shares Held
9.49MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$186 Million1.52% of portfolio
-
Rockefeller Capital Management L.P. New York, NY531KShares$44.9 Million0.1% of portfolio
-
Cx Institutional477KShares$40.3 Million1.39% of portfolio
-
Assetmark, Inc268KShares$22.6 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC172KShares$14.5 Million0.01% of portfolio