Topel & Distasi Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History

Topel & Distasi Wealth Management, LLC

  • $234 Million
  • Q4 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 6,023 shares of AOA stock, worth $467,685. This represents 0.2% of its overall portfolio holdings.

Number of Shares
6,023
Previous 4,683 28.61%
Holding current value
$467,685
Previous $369,000 24.93%
% of portfolio
0.2%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$76.61 - $79.88 $102,657 - $107,039
1,340 Added 28.61%
6,023 $461,000
Q3 2024

Nov 12, 2024
BUY
$72.11 - $79.05 $61,509 - $67,429
853 Added 22.27%
4,683 $369,000
Q2 2024

Aug 09, 2024
BUY
$70.02 - $75.08 $22,756 - $24,401
325 Added 9.27%
3,830 $286,000
Q1 2024

May 06, 2024
BUY
$67.75 - $73.5 $21,002 - $22,785
310 Added 9.7%
3,505 $257,000
Q4 2023

Jan 12, 2024
BUY
$60.96 - $69.28 $194,767 - $221,349
3,195 New
3,195 $220,000

Others Institutions Holding AOA

# of Institutions
371
Shares Held
10.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
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