West Wealth Group, LLC Ishares Tr Core Aggressive All Transaction History
West Wealth Group, LLC
- $306 Million
- Q3 2024
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 5,902 shares of AOA stock, worth $454,454. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,902
Previous 6,151
4.05%
Holding current value
$454,454
Previous $459,000
1.31%
% of portfolio
0.15%
Previous 0.16%
Shares
12 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$169 Million1.48% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$39.6 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.2 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$14.8 Million0.05% of portfolio
-
Mesirow Financial Investment Management, Inc.159KShares$12.2 Million0.25% of portfolio