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 $19,422. This represents 0.01% of its overall portfolio holdings.
Number of Shares
332
Previous 331
0.3%
Holding current value
$19,422
Previous $18,000
11.11%
% of portfolio
0.01%
Previous 0.01%
Shares
7 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