Lake Point Wealth Management Ishares Tr Core Growth Allocat Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Lake Point Wealth Management holds 332 shares of AOR stock, worth $21,337. This represents 0.01% of its overall portfolio holdings.
Number of Shares
332
Previous 331
0.3%
Holding current value
$21,337
Previous $18,000
11.11%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding AOR
# of Institutions
414Shares Held
16.9MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$104 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY679KShares$43.6 Million0.0% of portfolio
-
Worth Asset Management, LLC638KShares$41 Million21.03% of portfolio
-
Mesirow Financial Investment Management, Inc.594KShares$38.2 Million0.76% of portfolio
-
Bank Of America Corp Charlotte, NC556KShares$35.7 Million0.0% of portfolio