Westshore Wealth, LLC Ishares Tr Core Aggressive All Transaction History
Westshore Wealth, LLC
- $241 Million
- Q3 2024
A detailed history of Westshore Wealth, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Westshore Wealth, LLC holds 3,567 shares of AOA stock, worth $275,693. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,567
Previous 3,708
3.8%
Holding current value
$275,693
Previous $277,000
1.44%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding AOA
# of Institutions
339Shares Held
8.21MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$170 Million1.48% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$39.8 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.3 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$14.8 Million0.05% of portfolio
-
Mesirow Financial Investment Management, Inc.159KShares$12.3 Million0.25% of portfolio