Ellenbecker Investment Group Ishares Tr Core Aggressive All Transaction History
Ellenbecker Investment Group
- $527 Million
- Q3 2024
A detailed history of Ellenbecker Investment Group transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Ellenbecker Investment Group holds 79,473 shares of AOA stock, worth $6.18 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
79,473
Previous 74,097
7.26%
Holding current value
$6.18 Million
Previous $5.54 Million
13.19%
% of portfolio
1.19%
Previous 1.12%
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
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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