Beacon Investment Advisory Services, Inc. Ishares Tr Core Growth Allocat Transaction History
Beacon Investment Advisory Services, Inc.
- $2.38 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding AOR
# of Institutions
367Shares Held
14.4MCall Options Held
4KPut Options Held
0-
Black Rock Inc. New York, NY1.62MShares$95.5 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY687KShares$40.6 Million0.0% of portfolio
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Mesirow Financial Investment Management, Inc.601KShares$35.5 Million0.72% of portfolio
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Bank Of America Corp Charlotte, NC578KShares$34.2 Million0.0% of portfolio
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Aspiriant, LLC444KShares$26.3 Million1.01% of portfolio