Geo Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History
Geo Wealth Management, LLC
- $2.58 Billion
- Q3 2025
A detailed history of Geo Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Geo Wealth Management, LLC holds 72,998 shares of AOA stock, worth $6.48 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
72,998
Previous 85,197
14.32%
Holding current value
$6.48 Million
Previous $7.11 Million
9.44%
% of portfolio
0.25%
Previous 0.3%
Shares
13 transactions
Others Institutions Holding AOA
# of Institutions
416Shares Held
9.26MCall 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