Concurrent Investment Advisors, LLC Ishares Tr Core Growth Allocat Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 8,692 shares of AOR stock, worth $507,352. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,692
Previous 8,504
2.21%
Holding current value
$507,352
Previous $479 Million
7.5%
% of portfolio
0.02%
Previous 0.02%
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$94.3 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY687KShares$40.1 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.601KShares$35.1 Million0.72% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$33.7 Million0.0% of portfolio
-
Aspiriant, LLC444KShares$25.9 Million1.01% of portfolio