Lake Point Wealth Management Ishares Tr Core Aggressive All Transaction History

Lake Point Wealth Management

  • $176 Million
  • Q2 2022

A detailed history of Lake Point Wealth Management transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Lake Point Wealth Management holds 135 shares of AOA stock, worth $11,989. This represents 0.0% of its overall portfolio holdings.

Number of Shares
135
Previous 135 -0.0%
Holding current value
$11,989
Previous $9,000 11.11%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 17, 2022
SELL
$65.0 - $73.15 $14,300 - $16,093
-220 Reduced 61.97%
135 $9,000
Q4 2021

Feb 23, 2022
BUY
$69.49 - $73.61 $5,698 - $6,036
82 Added 30.04%
355 $26,000
Q3 2021

Oct 21, 2021
BUY
$69.28 - $72.77 $969 - $1,018
14 Added 5.41%
273 $19,000
Q2 2021

Aug 04, 2021
BUY
$67.52 - $70.92 $3,646 - $3,829
54 Added 26.34%
259 $18,000
Q4 2019

Feb 13, 2020
SELL
$53.52 - $58.4 $11,025 - $12,030
-206 Reduced 50.12%
205 $12,000
Q1 2019

Aug 07, 2019
BUY
$47.96 - $53.89 $47 - $53
1 Added 0.24%
411 $23,000
Q4 2018

Feb 21, 2019
BUY
$47.04 - $54.74 $19,286 - $22,443
410 New
410 $20,000

Others Institutions Holding AOA

# of Institutions
417
Shares Held
9.26M
Call Options Held
4.9K
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
Track This Portfolio

Track Lake Point Wealth Management Portfolio

Follow Lake Point Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lake Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lake Point Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email