Diversify Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History
Diversify Wealth Management, LLC
- $1.73 Trillion
- Q3 2025
A detailed history of Diversify Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 4,744 shares of AOA stock, worth $421,314. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,744
Previous 3,704
28.08%
Holding current value
$421,314
Previous $316 Million
34.47%
% of portfolio
0.02%
Previous 0.02%
Shares
3 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
-
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