Weitzel Financial Services, Inc. Ishares Tr Core Aggressive All Transaction History
Weitzel Financial Services, Inc.
- $248 Million
- Q3 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 7,978 shares of AOA stock, worth $708,526. This represents 0.28% of its overall portfolio holdings.
Number of Shares
7,978
Previous 6,620
20.51%
Holding current value
$708,526
Previous $552,000
27.36%
% of portfolio
0.28%
Previous 0.24%
Shares
7 transactions
Others Institutions Holding AOA
# of Institutions
415Shares Held
9.31MCall Options Held
4.9KPut Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$195 Million1.06% of portfolio
-
Rockefeller Capital Management L.P. New York, NY544KShares$48.3 Million0.1% of portfolio
-
Assetmark, Inc243KShares$21.6 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC199KShares$17.7 Million0.01% of portfolio
-
Mesirow Financial Investment Management, Inc.155KShares$13.8 Million0.26% of portfolio