Wealth Alliance Ishares Tr Core Aggressive All Transaction History
Wealth Alliance
- $818 Million
- Q3 2024
A detailed history of Wealth Alliance transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Wealth Alliance holds 65,933 shares of AOA stock, worth $5.08 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
65,933
Previous 65,873
0.09%
Holding current value
$5.08 Million
Previous $4.93 Million
5.62%
% of portfolio
0.64%
Previous 0.65%
Shares
5 transactions
Others Institutions Holding AOA
# of Institutions
339Shares Held
8.21MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$169 Million1.48% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$39.6 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.2 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$14.8 Million0.05% of portfolio
-
Mesirow Financial Investment Management, Inc.159KShares$12.2 Million0.25% of portfolio