Fidato Wealth LLC Ishares Tr Core Growth Allocat Transaction History
Fidato Wealth LLC
- $124 Million
- Q3 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 13,958 shares of AOR stock, worth $816,543. This represents 0.66% of its overall portfolio holdings.
Number of Shares
13,958
Previous 13,924
0.24%
Holding current value
$816,543
Previous $784,000
5.36%
% of portfolio
0.66%
Previous 0.69%
Shares
5 transactions
Others Institutions Holding AOR
# of Institutions
370Shares Held
15.1MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$94.5 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY687KShares$40.2 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.601KShares$35.2 Million0.72% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$33.8 Million0.0% of portfolio
-
Aspiriant, LLC427KShares$25 Million0.89% of portfolio