Root Financial Partners, LLC Ishares Tr Core Aggressive All Transaction History
Root Financial Partners, LLC
- $807 Billion
- Q4 2024
A detailed history of Root Financial Partners, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Root Financial Partners, LLC holds 4,239 shares of AOA stock, worth $333,439. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,239
Previous 4,708
9.96%
Holding current value
$333,439
Previous $372 Million
12.59%
% of portfolio
0.04%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding AOA
# of Institutions
346Shares Held
8.52MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$173 Million1.41% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40.5 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.7 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$15.1 Million0.05% of portfolio
-
Mesirow Financial Investment Management, Inc.159KShares$12.5 Million0.25% of portfolio