Concurrent Investment Advisors, LLC Ishares Tr Core Growth Allocat Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
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 28,137 shares of AOR stock, worth $1.81 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
28,137
Previous 3,804
639.67%
Holding current value
$1.81 Million
Previous $219 Million
691.1%
% of portfolio
0.03%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding AOR
# of Institutions
414Shares Held
16.9MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$104 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY679KShares$43.6 Million0.0% of portfolio
-
Worth Asset Management, LLC638KShares$41 Million21.03% of portfolio
-
Mesirow Financial Investment Management, Inc.594KShares$38.2 Million0.76% of portfolio
-
Bank Of America Corp Charlotte, NC556KShares$35.7 Million0.0% of portfolio