First Ascent Asset Management, LLC Ishares Tr Core Growth Allocat Transaction History
First Ascent Asset Management, LLC
- $892 Billion
- Q4 2023
A detailed history of First Ascent Asset Management, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, First Ascent Asset Management, LLC holds 57,760 shares of AOR stock, worth $3.33 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
57,760
Previous 59,764
3.35%
Holding current value
$3.33 Million
Previous $2.95 Billion
4.04%
% of portfolio
0.34%
Previous 0.38%
Shares
17 transactions
Others Institutions Holding AOR
# of Institutions
358Shares Held
13.8MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$93 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.15MShares$66.3 Million0.01% of portfolio
-
Mesirow Financial Investment Management, Inc.612KShares$35.2 Million0.8% of portfolio
-
Aspiriant, LLC448KShares$25.8 Million1.03% of portfolio
-
Wells Fargo & Company San Francisco, CA402KShares$23.2 Million0.01% of portfolio