Aprio Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History
Aprio Wealth Management, LLC
- $902 Million
- Q3 2025
A detailed history of Aprio Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 3,013 shares of AOA stock, worth $267,584. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,013
Previous 2,991
0.74%
Holding current value
$267,584
Previous $249,000
6.43%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding AOA
# of Institutions
414Shares Held
9.24MCall 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