Worth Financial Advisory Group, LLC Ishares Tr Core Aggressive All Transaction History
Worth Financial Advisory Group, LLC
- $162 Billion
- Q4 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 15,080 shares of AOA stock, worth $1.19 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
15,080
Previous 15,069
0.07%
Holding current value
$1.19 Million
Previous $1.19 Billion
2.84%
% of portfolio
0.71%
Previous 0.7%
Shares
9 transactions
Others Institutions Holding AOA
# of Institutions
369Shares Held
10.1MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$174 Million1.41% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$50.7 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40.7 Million0.11% of portfolio
-
Stifel Financial Corp St. Louis, MO306KShares$24.2 Million0.03% of portfolio
-
Assetmark, Inc273KShares$21.6 Million0.06% of portfolio