Worth Financial Advisory Group, LLC Ishares Tr Core Growth Allocat Transaction History
Worth Financial Advisory Group, LLC
- $152 Billion
- Q2 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 34,474 shares of AOR stock, worth $2.01 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
34,474
Previous 37,758
8.7%
Holding current value
$2.01 Million
Previous $2.1 Billion
7.63%
% of portfolio
1.27%
Previous 1.46%
Shares
7 transactions
Others Institutions Holding AOR
# of Institutions
359Shares Held
13.8MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$94.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.15MShares$67.2 Million0.01% of portfolio
-
Mesirow Financial Investment Management, Inc.612KShares$35.7 Million0.8% of portfolio
-
Aspiriant, LLC448KShares$26.1 Million1.03% of portfolio
-
Wells Fargo & Company San Francisco, CA402KShares$23.4 Million0.01% of portfolio