Avantax Advisory Services, Inc. Ishares Tr Core Aggressive All Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 5,150 shares of AOA stock, worth $457,371. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,150
Previous 5,141
0.18%
Holding current value
$457,371
Previous $393,000
9.16%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding AOA
# of Institutions
413Shares Held
9.3MCall 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