Vested Financial Planning, LLC Ishares Tr Core Aggressive All Transaction History
Vested Financial Planning, LLC
- $130 Billion
- Q4 2025
A detailed history of Vested Financial Planning, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Vested Financial Planning, LLC holds 2,908 shares of AOA stock, worth $258,259. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,908
Previous 2,882
0.9%
Holding current value
$258,259
Previous $254 Million
2.53%
% of portfolio
0.2%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding AOA
# of Institutions
421Shares Held
9.27MCall 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