Napa Wealth Management Ishares Tr Core Growth Allocat Transaction History
Napa Wealth Management
- $211 Billion
- Q3 2024
A detailed history of Napa Wealth Management transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Napa Wealth Management holds 12,930 shares of AOR stock, worth $757,051. This represents 0.36% of its overall portfolio holdings.
Number of Shares
12,930
Previous 12,469
3.7%
Holding current value
$757,051
Previous $702 Million
8.84%
% of portfolio
0.36%
Previous 0.47%
Shares
4 transactions
Others Institutions Holding AOR
# of Institutions
368Shares Held
14.4MCall Options Held
4KPut Options Held
0-
Black Rock Inc. New York, NY1.62MShares$94.6 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$33.9 Million0.0% of portfolio
-
Aspiriant, LLC444KShares$26 Million1.01% of portfolio