Foundations Investment Advisors, LLC Ishares Tr Core Aggressive All Transaction History
Foundations Investment Advisors, LLC
- $6.26 Billion
- Q3 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 151,684 shares of AOA stock, worth $13.5 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
151,684
Previous 113,741
33.36%
Holding current value
$13.5 Million
Previous $9.49 Million
40.95%
% of portfolio
0.21%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding AOA
# of Institutions
414Shares Held
9.24MCall 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