Concord Wealth Partners Ishares Tr Core Growth Allocat Transaction History
Concord Wealth Partners
- $591 Million
- Q3 2024
A detailed history of Concord Wealth Partners transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Concord Wealth Partners holds 858 shares of AOR stock, worth $49,746. This represents 0.01% of its overall portfolio holdings.
Number of Shares
858
Previous 860
0.23%
Holding current value
$49,746
Previous $48,000
4.17%
% of portfolio
0.01%
Previous 0.01%
Shares
16 transactions
Others Institutions Holding AOR
# of Institutions
366Shares Held
14.4MCall Options Held
4KPut Options Held
0-
Black Rock Inc. New York, NY1.62MShares$93.7 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY687KShares$39.8 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.601KShares$34.9 Million0.72% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$33.5 Million0.0% of portfolio
-
Aspiriant, LLC444KShares$25.8 Million1.01% of portfolio