Consilium Wealth Advisory, LLC Ishares Tr Core Aggressive All Transaction History
Consilium Wealth Advisory, LLC
- $181 Million
- Q3 2024
A detailed history of Consilium Wealth Advisory, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 59,011 shares of AOA stock, worth $4.59 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
59,011
Previous 58,017
1.71%
Holding current value
$4.59 Million
Previous $4.34 Million
7.33%
% of portfolio
2.58%
Previous 2.39%
Shares
12 transactions
Others Institutions Holding AOA
# of Institutions
339Shares Held
8.21MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$171 Million1.48% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.5 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$14.9 Million0.05% of portfolio
-
Mesirow Financial Investment Management, Inc.159KShares$12.4 Million0.25% of portfolio