Northwest Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History
Northwest Wealth Management, LLC
- $381 Million
- Q2 2024
A detailed history of Northwest Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 69,169 shares of AOA stock, worth $5.4 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
69,169
Previous 80,203
13.76%
Holding current value
$5.4 Million
Previous $5.89 Million
12.21%
% of portfolio
1.36%
Previous 1.63%
Shares
28 transactions
Others Institutions Holding AOA
# of Institutions
341Shares 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