Accurate Wealth Management, LLC Ishares Tr Core Growth Allocat Transaction History

Accurate Wealth Management, LLC

  • $464 Million
  • Q3 2024

A detailed history of Accurate Wealth Management, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 3,560 shares of AOR stock, worth $206,408. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,560
Previous 4,330 17.78%
Holding current value
$206,408
Previous $243,000 13.58%
% of portfolio
0.05%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$55.15 - $59.31 $42,465 - $45,668
-770 Reduced 17.78%
3,560 $210,000
Q2 2024

Jul 17, 2024
BUY
$53.33 - $56.61 $230,918 - $245,121
4,330 New
4,330 $243,000

Others Institutions Holding AOR

# of Institutions
366
Shares Held
14.4M
Call Options Held
4K
Put Options Held
0
View Full List

About ISHARES TR CORE GROWTH ALLOCAT

AOR Quotes by TradingView
  • Ticker AOR
  • Sector ETFs
  • Industry ETFs
More about AOR
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