Aprio Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History
Aprio Wealth Management, LLC
- $631 Million
- Q4 2024
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 2,982 shares of AOA stock, worth $229,614. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,982
Previous 2,943
1.33%
Holding current value
$229,614
Previous $232,000
1.72%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding AOA
# of Institutions
371Shares Held
10.2MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$169 Million1.41% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$49.4 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$39.6 Million0.11% of portfolio
-
Stifel Financial Corp St. Louis, MO306KShares$23.6 Million0.03% of portfolio
-
Assetmark, Inc273KShares$21 Million0.06% of portfolio