Elevate Wealth Advisory, Inc Ishares Tr Core Growth Allocat Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 6,358 shares of AOR stock, worth $372,324. This represents 0.28% of its overall portfolio holdings.
Number of Shares
6,358
Previous 6,338
0.32%
Holding current value
$372,324
Previous $357 Million
5.51%
% of portfolio
0.28%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding AOR
# of Institutions
370Shares Held
15MCall Options Held
4KPut Options Held
0-
Black Rock Inc. New York, NY1.62MShares$94.6 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY687KShares$40.2 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.601KShares$35.2 Million0.72% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$33.9 Million0.0% of portfolio
-
Aspiriant, LLC427KShares$25 Million0.89% of portfolio