Archvest Wealth Advisors, Inc. Ishares Tr Core Aggressive All Transaction History
Archvest Wealth Advisors, Inc.
- $166 Million
- Q3 2024
A detailed history of Archvest Wealth Advisors, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 53,691 shares of AOA stock, worth $4.18 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
53,691
Previous 52,806
1.68%
Holding current value
$4.18 Million
Previous $3.95 Million
7.29%
% of portfolio
2.55%
Previous 2.61%
Shares
12 transactions
Others Institutions Holding AOA
# of Institutions
339Shares Held
8.21MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$171 Million1.48% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.5 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$14.9 Million0.05% of portfolio
-
Mesirow Financial Investment Management, Inc.159KShares$12.4 Million0.25% of portfolio