Klingman & Associates, LLC Ishares Tr Core Aggressive All Transaction History
Klingman & Associates, LLC
- $1.48 Billion
- Q2 2024
A detailed history of Klingman & Associates, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Klingman & Associates, LLC holds 5,604 shares of AOA stock, worth $437,168. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,604
Previous 5,604
-0.0%
Holding current value
$437,168
Previous $411,000
1.95%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding AOA
# of Institutions
342Shares Held
8.28MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$171 Million1.54% of portfolio
-
Rockefeller Capital Management L.P. New York, NY479KShares$37.3 Million0.1% of portfolio
-
Assetmark, Inc275KShares$21.4 Million0.06% of portfolio
-
Geo Wealth Management, LLC Chicago, IL213KShares$16.6 Million0.72% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$15 Million0.05% of portfolio