Unique Wealth, LLC Ishares Tr Core Aggressive All Transaction History
Unique Wealth, LLC
- $716 Billion
- Q4 2025
A detailed history of Unique Wealth, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Unique Wealth, LLC holds 63,439 shares of AOA stock, worth $5.63 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
63,439
Previous 70,948
10.58%
Holding current value
$5.63 Million
Previous $6.25 Billion
9.14%
% of portfolio
0.79%
Previous 0.92%
Shares
13 transactions
Others Institutions Holding AOA
# of Institutions
413Shares Held
9.29MCall 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, Inc243KShares$21.6 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC199KShares$17.7 Million0.01% of portfolio
-
Mesirow Financial Investment Management, Inc.155KShares$13.8 Million0.26% of portfolio