Burkett Financial Services, LLC Ishares Tr Core Growth Allocat Transaction History
Burkett Financial Services, LLC
- $194 Billion
- Q1 2024
A detailed history of Burkett Financial Services, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Burkett Financial Services, LLC holds 543 shares of AOR stock, worth $30,788. This represents 0.02% of its overall portfolio holdings.
Number of Shares
543
Previous 537
1.12%
Holding current value
$30,788
Previous $28.6 Million
5.9%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding AOR
# of Institutions
336Shares Held
14.4MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.57MShares$89.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.22MShares$69.2 Million0.01% of portfolio
-
Global Assets Advisory, LLC Orlando, FL1.19MShares$67.6 Million0.98% of portfolio
-
Mesirow Financial Investment Management, Inc.620KShares$35.1 Million0.8% of portfolio
-
Aspiriant, LLC415KShares$23.5 Million0.96% of portfolio