Modera Wealth Management, LLC Ishares Tr Core Growth Allocat Transaction History
Modera Wealth Management, LLC
- $6.75 Billion
- Q2 2024
A detailed history of Modera Wealth Management, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Modera Wealth Management, LLC holds 8,613 shares of AOR stock, worth $506,444. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,613
Previous 8,543
0.82%
Holding current value
$506,444
Previous $475,000
2.11%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding AOR
# of Institutions
360Shares Held
13.8MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$95 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.15MShares$67.7 Million0.01% of portfolio
-
Mesirow Financial Investment Management, Inc.612KShares$36 Million0.8% of portfolio
-
Aspiriant, LLC448KShares$26.3 Million1.03% of portfolio
-
Wells Fargo & Company San Francisco, CA402KShares$23.6 Million0.01% of portfolio