Bcgm Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History
Bcgm Wealth Management, LLC
- $347 Million
- Q3 2025
A detailed history of Bcgm Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 4,491 shares of AOA stock, worth $398,845. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,491
Previous 4,247
5.75%
Holding current value
$398,845
Previous $354,000
11.58%
% of portfolio
0.11%
Previous 0.11%
Shares
15 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