Fidato Wealth LLC Ishares Tr Core Growth Allocat Transaction History
Fidato Wealth LLC
- $113 Million
- Q2 2024
A detailed history of Fidato Wealth LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Fidato Wealth LLC holds 13,924 shares of AOR stock, worth $818,174. This represents 0.69% of its overall portfolio holdings.
Number of Shares
13,924
Previous 12,670
9.9%
Holding current value
$818,174
Previous $705,000
11.21%
% of portfolio
0.69%
Previous 0.63%
Shares
4 transactions
Others Institutions Holding AOR
# of Institutions
359Shares Held
13.8MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$95 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.15MShares$67.7 Million0.01% of portfolio
-
Mesirow Financial Investment Management, Inc.612KShares$36 Million0.8% of portfolio
-
Aspiriant, LLC448KShares$26.3 Million1.03% of portfolio
-
Wells Fargo & Company San Francisco, CA402KShares$23.6 Million0.01% of portfolio