Evermay Wealth Management LLC Ishares Tr Core Growth Allocat Transaction History
Evermay Wealth Management LLC
- $806 Million
- Q2 2025
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 $33,034. This represents 0.0% of its overall portfolio holdings.
Number of Shares
514
Previous 514
-0.0%
Holding current value
$33,034
Previous $29,000
6.9%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding AOR
# of Institutions
419Shares Held
17MCall 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