Weitzel Financial Services, Inc. Ishares Tr Core Aggressive All Transaction History

Weitzel Financial Services, Inc.

  • $213 Million
  • Q1 2025

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 5,143 shares of AOA stock, worth $415,297. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,143
Previous 3,783 35.95%
Holding current value
$415,297
Previous $289,000 35.99%
% of portfolio
0.18%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$75.7 - $80.01 $102,952 - $108,813
1,360 Added 35.95%
5,143 $393,000
Q4 2024

Feb 14, 2025
BUY
$76.61 - $79.88 $26,583 - $27,718
347 Added 10.1%
3,783 $289,000
Q3 2024

Oct 31, 2024
BUY
$72.11 - $79.05 $4,470 - $4,901
62 Added 1.84%
3,436 $271,000
Q2 2024

Aug 06, 2024
BUY
$70.02 - $75.08 $35,710 - $38,290
510 Added 17.81%
3,374 $252,000
Q1 2024

Apr 10, 2024
BUY
$67.75 - $73.5 $194,036 - $210,504
2,864 New
2,864 $210,000

Others Institutions Holding AOA

# of Institutions
372
Shares Held
8.98M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
Track This Portfolio

Track Weitzel Financial Services, Inc. Portfolio

Follow Weitzel Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Weitzel Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Weitzel Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email