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 $19,777. This represents 0.01% of its overall portfolio holdings.

Number of Shares
332
Previous 331 0.3%
Holding current value
$19,777
Previous $18,000 11.11%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 19, 2022
BUY
$47.07 - $54.22 $47 - $54
1 Added 0.3%
332 $16,000
Q4 2021

Feb 23, 2022
BUY
$55.21 - $57.77 $55 - $57
1 Added 0.3%
331 $19,000
Q3 2021

Oct 21, 2021
BUY
$55.25 - $57.29 $55 - $57
1 Added 0.3%
330 $18,000
Q2 2021

Aug 04, 2021
BUY
$54.04 - $56.17 $162 - $168
3 Added 0.92%
329 $18,000
Q4 2019

Feb 13, 2020
SELL
$45.15 - $48.12 $6,727 - $7,169
-149 Reduced 31.37%
326 $16,000
Q1 2019

Aug 07, 2019
SELL
N/A
-289 Reduced 37.83%
475 $22,000
Q4 2018

Feb 21, 2019
BUY
N/A
764 New
764 $32,000

Others Institutions Holding AOR

# of Institutions
392
Shares Held
16.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE GROWTH ALLOCAT

AOR Quotes by TradingView
  • Ticker AOR
  • Sector ETFs
  • Industry ETFs
More about AOR
Track This Portfolio

Track Lake Point Wealth Management Portfolio

Follow Lake Point Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lake Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lake Point Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email