Essential Planning, Llc. Ishares Tr Core Aggressive All Transaction History
Essential Planning, Llc.
- $15 Billion
- Q4 2024
A detailed history of Essential Planning, Llc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Essential Planning, Llc. holds 73,855 shares of AOA stock, worth $5.84 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
73,855Holding current value
$5.84 Million% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding AOA
# of Institutions
369Shares Held
10.1MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$174 Million1.41% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$50.7 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40.7 Million0.11% of portfolio
-
Stifel Financial Corp St. Louis, MO306KShares$24.2 Million0.03% of portfolio
-
Assetmark, Inc273KShares$21.6 Million0.06% of portfolio