Apex Wealth Management, LLC Ishares Tr Core Growth Allocat Transaction History
Apex Wealth Management, LLC
- $111 Billion
- Q1 2025
A detailed history of Apex Wealth Management, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Apex Wealth Management, LLC holds 3,557 shares of AOR stock, worth $211,890. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,557
Previous 3,557
-0.0%
Holding current value
$211,890
Previous $204 Million
0.44%
% of portfolio
0.18%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding AOR
# of Institutions
392Shares Held
16.1MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$96.3 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY679KShares$40.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC606KShares$36.1 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.603KShares$35.9 Million0.71% of portfolio
-
Morgan Stanley New York, NY535KShares$31.9 Million0.0% of portfolio