Centerline Wealth Advisors, LLC Ishares Tr Core Aggressive All Transaction History
Centerline Wealth Advisors, LLC
- $230 Billion
- Q3 2025
A detailed history of Centerline Wealth Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Centerline Wealth Advisors, LLC holds 7,758 shares of AOA stock, worth $688,987. This represents 0.3% of its overall portfolio holdings.
Number of Shares
7,758
Previous 16,525
53.05%
Holding current value
$688,987
Previous $1.38 Billion
50.38%
% of portfolio
0.3%
Previous 0.68%
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