Evermay Wealth Management LLC Ishares Tr Core Growth Allocat Transaction History
Evermay Wealth Management LLC
- $654 Million
- Q4 2024
A detailed history of Evermay Wealth Management LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Evermay Wealth Management LLC holds 514 shares of AOR stock, worth $29,940. This represents 0.0% of its overall portfolio holdings.
Number of Shares
514
Previous 514
-0.0%
Holding current value
$29,940
Previous $30,000
3.33%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding AOR
# of Institutions
390Shares Held
19.8MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2MShares$116 Million0.03% of portfolio
-
Black Rock Inc. New York, NY1.62MShares$94.1 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.07MShares$62.5 Million0.02% of portfolio
-
Morgan Stanley New York, NY847KShares$49.4 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY682KShares$39.7 Million0.0% of portfolio