Landmark Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History
Landmark Wealth Management, LLC
- $226 Million
- Q4 2024
A detailed history of Landmark Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 3,176 shares of AOA stock, worth $234,357. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,176
Previous 3,384
6.15%
Holding current value
$234,357
Previous $267,000
8.99%
% of portfolio
0.11%
Previous 0.12%
Shares
10 transactions
Others Institutions Holding AOA
# of Institutions
370Shares Held
10MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$162 Million1.41% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$47.3 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$38 Million0.11% of portfolio
-
Stifel Financial Corp St. Louis, MO306KShares$22.6 Million0.03% of portfolio
-
Assetmark, Inc273KShares$20.1 Million0.06% of portfolio