Moss Adams Wealth Advisors LLC Ishares Tr Core Aggressive All Transaction History
Moss Adams Wealth Advisors LLC
- $913 Billion
- Q3 2024
A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 5,345 shares of AOA stock, worth $410,602. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,345
Previous 4,566
17.06%
Holding current value
$410,602
Previous $341 Million
23.52%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding AOA
# of Institutions
341Shares Held
8.27MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$169 Million1.54% of portfolio
-
Rockefeller Capital Management L.P. New York, NY479KShares$36.8 Million0.1% of portfolio
-
Assetmark, Inc276KShares$21.2 Million0.06% of portfolio
-
Geo Wealth Management, LLC Chicago, IL213KShares$16.4 Million0.72% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$14.7 Million0.05% of portfolio