Concurrent Investment Advisors, LLC Ishares Tr Core Growth Allocat Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,131 shares of AOR stock, worth $525,032. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,131
Previous 8,692
5.05%
Holding current value
$525,032
Previous $515 Million
1.65%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding AOR
# of Institutions
390Shares Held
19.8MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2MShares$115 Million0.03% of portfolio
-
Black Rock Inc. New York, NY1.62MShares$92.9 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.07MShares$61.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY847KShares$48.7 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY682KShares$39.2 Million0.0% of portfolio