Jim Saulnier & Associates, LLC Ishares Tr Core Aggressive All Transaction History
Jim Saulnier & Associates, LLC
- $179 Billion
- Q3 2025
A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 152,793 shares of AOA stock, worth $13.6 Million. This represents 7.51% of its overall portfolio holdings.
Number of Shares
152,793
Previous 146,993
3.95%
Holding current value
$13.6 Million
Previous $12.3 Billion
9.85%
% of portfolio
7.51%
Previous 8.36%
Shares
5 transactions
Others Institutions Holding AOA
# of Institutions
413Shares Held
9.3MCall 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