Elevate Wealth Advisory, Inc Ishares Tr Core Growth Allocat Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 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 6,338 shares of AOR stock, worth $365,892. This represents 0.29% of its overall portfolio holdings.
Number of Shares
6,338
Previous 6,418
1.25%
Holding current value
$365,892
Previous $357 Million
0.09%
% of portfolio
0.29%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding AOR
# of Institutions
363Shares Held
14.1MCall Options Held
4KPut Options Held
0-
Black Rock Inc. New York, NY1.62MShares$93.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.15MShares$66.5 Million0.01% of portfolio
-
Mesirow Financial Investment Management, Inc.601KShares$34.7 Million0.72% of portfolio
-
Aspiriant, LLC444KShares$25.7 Million1.01% of portfolio
-
Wells Fargo & Company San Francisco, CA402KShares$23.2 Million0.01% of portfolio