Wealth Alliance Ishares Tr Core Aggressive All Transaction History
Wealth Alliance
- $799 Million
- Q1 2025
A detailed history of Wealth Alliance transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Wealth Alliance holds 64,017 shares of AOA stock, worth $5.12 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
64,017
Previous 64,800
1.21%
Holding current value
$5.12 Million
Previous $4.96 Million
1.35%
% of portfolio
0.61%
Previous 0.61%
Shares
7 transactions
Others Institutions Holding AOA
# of Institutions
372Shares Held
8.98MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$176 Million1.52% of portfolio
-
Rockefeller Capital Management L.P. New York, NY525KShares$42 Million0.11% of portfolio
-
Assetmark, Inc276KShares$22.1 Million0.06% of portfolio
-
Morgan Stanley New York, NY203KShares$16.3 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.178KShares$14.3 Million0.05% of portfolio