Wealth Alliance Ishares Tr Core Aggressive All Transaction History
Wealth Alliance
- $811 Million
- Q4 2024
A detailed history of Wealth Alliance transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Wealth Alliance holds 64,800 shares of AOA stock, worth $5.11 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
64,800
Previous 65,933
1.72%
Holding current value
$5.11 Million
Previous $5.2 Million
4.58%
% of portfolio
0.61%
Previous 0.64%
Shares
6 transactions
Others Institutions Holding AOA
# of Institutions
369Shares Held
10.1MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$173 Million1.41% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$50.6 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40.6 Million0.11% of portfolio
-
Stifel Financial Corp St. Louis, MO306KShares$24.2 Million0.03% of portfolio
-
Assetmark, Inc273KShares$21.5 Million0.06% of portfolio