West Wealth Group, LLC Ishares Tr Core Aggressive All Transaction History
West Wealth Group, LLC
- $327 Million
- Q1 2025
A detailed history of West Wealth Group, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, West Wealth Group, LLC holds 6,383 shares of AOA stock, worth $515,427. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,383
Previous 6,381
0.03%
Holding current value
$515,427
Previous $488,000
-0.0%
% of portfolio
0.15%
Previous 0.15%
Shares
14 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$177 Million1.52% of portfolio
-
Rockefeller Capital Management L.P. New York, NY525KShares$42.4 Million0.11% of portfolio
-
Assetmark, Inc276KShares$22.3 Million0.06% of portfolio
-
Morgan Stanley New York, NY203KShares$16.4 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.178KShares$14.4 Million0.05% of portfolio