Concurrent Investment Advisors, LLC Ishares Tr Core Aggressive All Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 4,014 shares of AOA stock, worth $309,078. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,014
Previous 4,041
0.67%
Holding current value
$309,078
Previous $319 Million
3.57%
% of portfolio
0.01%
Previous 0.01%
Shares
3 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$169 Million1.41% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$49.4 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$39.6 Million0.11% of portfolio
-
Stifel Financial Corp St. Louis, MO306KShares$23.6 Million0.03% of portfolio
-
Assetmark, Inc273KShares$21 Million0.06% of portfolio