Ever Source Wealth Advisors, LLC Ishares Tr Core Growth Allocat Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 12 shares of AOR stock, worth $708. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12
Previous 30
60.0%
Holding current value
$708
Previous $1,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding AOR
# of Institutions
367Shares Held
14.4MCall Options Held
4KPut Options Held
0-
Black Rock Inc. New York, NY1.62MShares$95.5 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY687KShares$40.6 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.601KShares$35.5 Million0.72% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$34.2 Million0.0% of portfolio
-
Aspiriant, LLC444KShares$26.3 Million1.01% of portfolio