Family Wealth Group, LLC Ishares Tr Core Aggressive All Transaction History
Family Wealth Group, LLC
- $105 Million
- Q3 2025
A detailed history of Family Wealth Group, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Family Wealth Group, LLC holds 5,782 shares of AOA stock, worth $513,499. This represents 0.48% of its overall portfolio holdings.
Number of Shares
5,782Holding current value
$513,499% of portfolio
0.48%Shares
1 transactions
Others Institutions Holding AOA
# of Institutions
417Shares Held
9.26MCall Options Held
4.9KPut Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$195 Million1.06% of portfolio
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Rockefeller Capital Management L.P. New York, NY544KShares$48.3 Million0.1% of portfolio
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Assetmark, Inc243KShares$21.6 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC199KShares$17.7 Million0.01% of portfolio
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Mesirow Financial Investment Management, Inc.155KShares$13.8 Million0.26% of portfolio