Burt Wealth Advisors Ishares Tr Core Growth Allocat Transaction History
Burt Wealth Advisors
- $378 Million
- Q2 2024
A detailed history of Burt Wealth Advisors transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Burt Wealth Advisors holds 65,655 shares of AOR stock, worth $3.89 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
65,655
Previous 66,576
1.38%
Holding current value
$3.89 Million
Previous $3.71 Million
0.24%
% of portfolio
0.98%
Previous 0.94%
Shares
29 transactions
Others Institutions Holding AOR
# of Institutions
359Shares Held
13.8MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$95.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.15MShares$68.3 Million0.01% of portfolio
-
Mesirow Financial Investment Management, Inc.612KShares$36.3 Million0.8% of portfolio
-
Aspiriant, LLC448KShares$26.5 Million1.03% of portfolio
-
Wells Fargo & Company San Francisco, CA402KShares$23.8 Million0.01% of portfolio