Heritage Wealth Architects, Inc. Ishares Tr Core Growth Allocat Transaction History
Heritage Wealth Architects, Inc.
- $162 Billion
- Q3 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 9,267 shares of AOR stock, worth $595,590. This represents 0.37% of its overall portfolio holdings.
Number of Shares
9,267Holding current value
$595,590% of portfolio
0.37%Shares
1 transactions
Others Institutions Holding AOR
# of Institutions
414Shares Held
16.9MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$104 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY679KShares$43.6 Million0.0% of portfolio
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Worth Asset Management, LLC638KShares$41 Million21.03% of portfolio
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Mesirow Financial Investment Management, Inc.594KShares$38.2 Million0.76% of portfolio
-
Bank Of America Corp Charlotte, NC556KShares$35.7 Million0.0% of portfolio