Oxford Financial Group LTD Ishares Tr Core Aggressive All Transaction History
Oxford Financial Group LTD
- $1.58 Billion
- Q3 2024
A detailed history of Oxford Financial Group LTD transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Oxford Financial Group LTD holds 7,089 shares of AOA stock, worth $557,620. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,089
Previous 8,317
14.76%
Holding current value
$557,620
Previous $621,000
9.98%
% of portfolio
0.04%
Previous 0.04%
Shares
19 transactions
Others Institutions Holding AOA
# of Institutions
345Shares Held
8.48MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$173 Million1.41% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40.5 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.7 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$15.1 Million0.05% of portfolio
-
Mesirow Financial Investment Management, Inc.159KShares$12.5 Million0.25% of portfolio