Fermata Advisors, LLC Ishares Tr Core Growth Allocat Transaction History
Fermata Advisors, LLC
- $484 Million
- Q3 2024
A detailed history of Fermata Advisors, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Fermata Advisors, LLC holds 3,615 shares of AOR stock, worth $209,597. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,615
Previous 3,615
-0.0%
Holding current value
$209,597
Previous $203,000
5.42%
% of portfolio
0.04%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding AOR
# of Institutions
366Shares Held
14.4MCall Options Held
4KPut Options Held
0-
Black Rock Inc. New York, NY1.62MShares$93.7 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY687KShares$39.8 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.601KShares$34.9 Million0.72% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$33.5 Million0.0% of portfolio
-
Aspiriant, LLC444KShares$25.8 Million1.01% of portfolio