Worth Financial Advisory Group, LLC Ishares Tr Core Aggressive All Transaction History
Worth Financial Advisory Group, LLC
- $178 Billion
- Q3 2025
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 14,342 shares of AOA stock, worth $1.27 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
14,342
Previous 15,873
9.65%
Holding current value
$1.27 Million
Previous $1.32 Billion
4.51%
% of portfolio
0.71%
Previous 0.81%
Shares
12 transactions
Others Institutions Holding AOA
# of Institutions
412Shares Held
9.28MCall Options Held
4.9KPut Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$195 Million1.06% of portfolio
-
Rockefeller Capital Management L.P. New York, NY544KShares$48.3 Million0.1% of portfolio
-
Assetmark, Inc243KShares$21.6 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC199KShares$17.7 Million0.01% of portfolio
-
Mesirow Financial Investment Management, Inc.155KShares$13.8 Million0.26% of portfolio