Wealth Forward, LLC Ishares Tr Core Growth Allocat Transaction History
Wealth Forward, LLC
- $128 Billion
- Q2 2024
A detailed history of Wealth Forward, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Wealth Forward, LLC holds 100,980 shares of AOR stock, worth $5.89 Million. This represents 4.44% of its overall portfolio holdings.
Number of Shares
100,980
Previous 103,645
2.57%
Holding current value
$5.89 Million
Previous $5.77 Billion
1.43%
% of portfolio
4.44%
Previous 4.54%
Shares
3 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