Summit Wealth Partners, LLC Ishares Tr Core Growth Allocat Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 13,555 shares of AOR stock, worth $793,645. This represents 0.15% of its overall portfolio holdings.
Number of Shares
13,555
Previous 13,307
1.86%
Holding current value
$793,645
Previous $749 Million
7.14%
% of portfolio
0.15%
Previous 0.16%
Shares
20 transactions
Others Institutions Holding AOR
# of Institutions
368Shares Held
14.4MCall Options Held
4KPut Options Held
0-
Black Rock Inc. New York, NY1.62MShares$94.6 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY687KShares$40.2 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.601KShares$35.2 Million0.72% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$33.9 Million0.0% of portfolio
-
Aspiriant, LLC444KShares$26 Million1.01% of portfolio