Beacon Pointe Advisors, LLC Ishares Tr Core Aggressive All Transaction History
Beacon Pointe Advisors, LLC
- $8.89 Billion
- Q4 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 3,801 shares of AOA stock, worth $290,548. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,801
Previous 3,629
4.74%
Holding current value
$290,548
Previous $286,000
1.75%
% of portfolio
0.0%
Previous 0.0%
Shares
4 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$168 Million1.41% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$49 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$39.3 Million0.11% of portfolio
-
Stifel Financial Corp St. Louis, MO306KShares$23.4 Million0.03% of portfolio
-
Assetmark, Inc273KShares$20.8 Million0.06% of portfolio