OAP
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One Advisory Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

One Advisory Partners’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,542
Closed -$201K – 46
2024
Q3 		$201K Buy
+2,542
New +$193K 0.09% 46
2024
Q1 		– Sell
-3,229
Closed -$223K – 44
2023
Q4 		$223K Sell
3,229
-4
-0.1% -$261 0.12% 41
2023
Q3 		$205K Sell
3,233
-559
-15% -$36.7K 0.12% 43
2023
Q2 		$252K Buy
3,792
+164
+5% +$10.6K 0.14% 36
2023
Q1 		$231K Buy
+3,628
New +$227K 0.14% 39
2021
Q3 		– Sell
-3,029
Closed -$214K – 29
2021
Q2 		$214K Sell
3,029
-34
-1% -$2.37K 0.13% 29
2021
Q1 		$205K Buy
+3,063
New +$202K 0.13% 28
2020
Q4 		– Sell
-3,519
Closed -$204K – 27
2020
Q3 		$204K Buy
+3,519
New +$203K 0.15% 27

Other funds holding AOA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return