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 4,642 shares of AOA stock, worth $412,256. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,642
Previous 7,758 40.16%
Holding current value
$412,256
Previous $684 Million 39.2%
% of portfolio
0.15%
Previous 0.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026

SELL
$86.51 - $90.12 $269,565 - $280,813
-3,116 Reduced 40.16%
4,642 $416 Million
Q3 2025

Oct 15, 2025

SELL
$82.71 - $88.14 $725,118 - $772,723
-8,767 Reduced 53.05%
7,758 $684 Million
Q2 2025

Jul 15, 2025

BUY
$69.46 - $83.4 $103,009 - $123,682
1,483 Added 9.86%
16,525 $1.38 Billion
Q1 2025

Apr 24, 2025

BUY
$75.7 - $80.01 $92,126 - $97,372
1,217 Added 8.8%
15,042 $1.15 Billion
Q4 2024

Jan 28, 2025

BUY
$76.61 - $79.88 $1.06 Million - $1.1 Million
13,825 New
13,825 $1.06 Billion

Others Institutions Holding AOA

About ISHARES TR CORE AGGRESSIVE ALL


  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
Track This Portfolio

Track Centerline Wealth Advisors, LLC Portfolio

Follow Centerline Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Centerline Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centerline Wealth Advisors, LLC with notifications on news.