Congress Wealth Management LLC Ishares Tr Core Aggressive All Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Congress Wealth Management LLC holds 5,701 shares of AOA stock, worth $506,305. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,701Holding current value
$506,305% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding AOA
# of Institutions
413Shares Held
9.29MCall Options Held
4.9KPut Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$195 Million1.06% of portfolio
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Rockefeller Capital Management L.P. New York, NY544KShares$48.3 Million0.1% of portfolio
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Assetmark, Inc243KShares$21.6 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC199KShares$17.7 Million0.01% of portfolio
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Mesirow Financial Investment Management, Inc.155KShares$13.8 Million0.26% of portfolio