Ci Private Wealth, LLC Ishares Tr Core Aggressive All Transaction History
Ci Private Wealth, LLC
- $62.5 Billion
- Q3 2025
A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Ci Private Wealth, LLC holds 20,840 shares of AOA stock, worth $1.85 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20,840
Previous 21,911
4.89%
Holding current value
$1.85 Million
Previous $1.83 Million
0.49%
% of portfolio
0.0%
Previous 0.0%
Shares
13 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