Worth Financial Advisory Group, LLC Ishares Tr Core Aggressive All Transaction History
Worth Financial Advisory Group, LLC
- $206 Billion
- Q4 2025
A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 14,547 shares of AOA stock, worth $1.29 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
14,547
Previous 14,342
1.43%
Holding current value
$1.29 Million
Previous $1.26 Billion
3.06%
% of portfolio
0.63%
Previous 0.71%
Shares
13 transactions
Others Institutions Holding AOA
# of Institutions
417Shares Held
9.26MCall 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