Wescap Management Group, Inc. Ishares Tr Core Aggressive All Transaction History

Wescap Management Group, Inc.

$395 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 07, 2018	SELL	$52.65 - $55.0 $289,206 - $302,115	-5,493 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$53.61 - $55.82 $294,479 - $306,619	5,493	5,493 $295,000

Others Institutions Holding AOA

# of Institutions

341

Shares Held

8.21M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$173 Million
1.48% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$40.5 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.7 Million
0.06% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$15.1 Million
0.05% of portfolio
Mesirow Financial Investment Management, Inc.

159K
Shares

$12.5 Million
0.25% of portfolio

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