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
Others Institutions Holding AOA
# of Institutions
340Shares Held
8.22MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$174 Million1.54% of portfolio
-
Rockefeller Capital Management L.P. New York, NY479KShares$37.9 Million0.1% of portfolio
-
Assetmark, Inc276KShares$21.9 Million0.06% of portfolio
-
Geo Wealth Management, LLC Chicago, IL213KShares$16.9 Million0.72% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$15.2 Million0.05% of portfolio