Mps Loria Financial Planners, LLC Ishares Tr Core Growth Allocat Transaction History
Mps Loria Financial Planners, LLC
- $332 Million
- Q3 2024
A detailed history of Mps Loria Financial Planners, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 5,470 shares of AOR stock, worth $317,150. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,470
Previous 4,233
29.22%
Holding current value
$317,150
Previous $238,000
36.13%
% of portfolio
0.1%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding AOR
# of Institutions
366Shares Held
14.4MCall Options Held
4KPut Options Held
0-
Black Rock Inc. New York, NY1.62MShares$93.7 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY687KShares$39.8 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.601KShares$34.9 Million0.72% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$33.5 Million0.0% of portfolio
-
Aspiriant, LLC444KShares$25.8 Million1.01% of portfolio