Wr Wealth Planners, LLC Ishares Tr Core Aggressive All Transaction History

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 156 shares of AOA stock, worth $12,361. This represents 0.0% of its overall portfolio holdings.

Number of Shares
156
Previous 156 -0.0%
Holding current value
$12,361
Previous $11,000 9.09%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jul 31, 2024
BUY
$67.75 - $73.5 $10,569 - $11,466
156 New
156 $11,000
Q3 2023

Aug 01, 2024
BUY
$63.24 - $67.72 $5,944 - $6,365
94 Added 60.26%
250 $15.9 Million

Others Institutions Holding AOA

# of Institutions
337
Shares Held
8.21M
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 Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email