Weitzel Financial Services, Inc. Ishares Tr Core Aggressive All Transaction History
Weitzel Financial Services, Inc.
- $214 Million
- Q3 2024
A detailed history of Weitzel Financial Services, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Weitzel Financial Services, Inc. holds 3,436 shares of AOA stock, worth $270,103. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,436
Previous 3,374
1.84%
Holding current value
$270,103
Previous $252,000
7.54%
% of portfolio
0.13%
Previous 0.13%
Shares
3 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$172 Million1.48% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40.5 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.7 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$15.1 Million0.05% of portfolio
-
Mesirow Financial Investment Management, Inc.159KShares$12.5 Million0.25% of portfolio