Carret Asset Management, LLC Ishares Tr Core Growth Allocat Transaction History
Carret Asset Management, LLC
- $835 Million
- Q1 2024
A detailed history of Carret Asset Management, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Carret Asset Management, LLC holds 5,022 shares of AOR stock, worth $286,655. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,022
Previous 5,022
-0.0%
Holding current value
$286,655
Previous $267,000
4.49%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding AOR
# of Institutions
334Shares Held
14.4MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.57MShares$89.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.22MShares$69.7 Million0.01% of portfolio
-
Global Assets Advisory, LLC Orlando, FL1.19MShares$68 Million0.98% of portfolio
-
Mesirow Financial Investment Management, Inc.620KShares$35.4 Million0.8% of portfolio
-
Aspiriant, LLC415KShares$23.7 Million0.96% of portfolio