Saxony Capital Management, LLC Ishares Tr Core Aggressive All Transaction History
Saxony Capital Management, LLC
- $109 Million
- Q1 2025
A detailed history of Saxony Capital Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Saxony Capital Management, LLC holds 3,823 shares of AOA stock, worth $282,634. This represents 0.27% of its overall portfolio holdings.
Number of Shares
3,823
Previous 4,095
6.64%
Holding current value
$282,634
Previous $314 Million
99.91%
% of portfolio
0.27%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding AOA
# of Institutions
370Shares Held
10.1MCall 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$47.4 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$38.1 Million0.11% of portfolio
-
Stifel Financial Corp St. Louis, MO306KShares$22.7 Million0.03% of portfolio
-
Assetmark, Inc273KShares$20.2 Million0.06% of portfolio