Worth Asset Management, LLC Ishares Tr Core Aggressive All Transaction History
Worth Asset Management, LLC
- $212 Million
- Q4 2025
A detailed history of Worth Asset Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Worth Asset Management, LLC holds 21,413 shares of AOA stock, worth $1.9 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
21,413
Previous 22,028
2.79%
Holding current value
$1.9 Million
Previous $1.94 Million
2.06%
% of portfolio
0.9%
Previous 0.99%
Shares
2 transactions
Others Institutions Holding AOA
# of Institutions
414Shares Held
9.24MCall 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