Sovereign Financial Group, Inc. Ishares Tr Core Aggressive All Transaction History
Sovereign Financial Group, Inc.
- $536 Million
- Q4 2025
A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 15,446 shares of AOA stock, worth $1.37 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
15,446
Previous 5,458
183.0%
Holding current value
$1.37 Million
Previous $481,000
185.03%
% of portfolio
0.26%
Previous 0.09%
Shares
16 transactions
Others Institutions Holding AOA
# of Institutions
422Shares Held
9.35MCall Options Held
4.9KPut Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$195 Million1.06% of portfolio
-
Rockefeller Capital Management L.P. New York, NY544KShares$48.3 Million0.1% of portfolio
-
Assetmark, Inc240KShares$21.3 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC199KShares$17.7 Million0.01% of portfolio
-
Jim Saulnier & Associates, LLC Fort Collins, CO192KShares$17 Million8.91% of portfolio