A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 200 shares of AOA stock, worth $15,558. This represents 0.01% of its overall portfolio holdings.

Number of Shares
200
Previous 175 14.29%
Holding current value
$15,558
Previous $13.1 Million 20.59%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$72.11 - $79.05 $1,802 - $1,976
25 Added 14.29%
200 $15.8 Million
Q2 2024

Aug 12, 2024

SELL
$70.02 - $75.08 $79,752 - $85,516
-1,139 Reduced 86.68%
175 $13.1 Million
Q1 2024

May 02, 2024

SELL
$67.75 - $73.5 $2,845 - $3,087
-42 Reduced 3.1%
1,314 $96.5 Million
Q4 2023

Feb 14, 2024

BUY
$60.96 - $69.28 $82,661 - $93,943
1,356 New
1,356 $93.6 Million

Others Institutions Holding AOA

About ISHARES TR CORE AGGRESSIVE ALL


  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
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