Wealth Alliance Ishares Tr Core Aggressive All Transaction History
Wealth Alliance
- $902 Million
- Q3 2025
A detailed history of Wealth Alliance transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Wealth Alliance holds 61,912 shares of AOA stock, worth $5.5 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
61,912
Previous 63,194
2.03%
Holding current value
$5.5 Million
Previous $5.27 Million
3.53%
% of portfolio
0.6%
Previous 0.63%
Shares
9 transactions
Others Institutions Holding AOA
# of Institutions
415Shares Held
9.31MCall Options Held
4.9KPut Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$195 Million1.06% of portfolio
-
Rockefeller Capital Management L.P. New York, NY544KShares$48.3 Million0.1% of portfolio
-
Assetmark, Inc243KShares$21.6 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC199KShares$17.7 Million0.01% of portfolio
-
Mesirow Financial Investment Management, Inc.155KShares$13.8 Million0.26% of portfolio