Octavia Wealth Advisors, LLC Ishares Tr Core Growth Allocat Transaction History
Octavia Wealth Advisors, LLC
- $990 Million
- Q3 2025
A detailed history of Octavia Wealth Advisors, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 3,819 shares of AOR stock, worth $246,707. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,819Holding current value
$246,707% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding AOR
# of Institutions
436Shares Held
16.9MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$104 Million0.0% of portfolio
-
Worth Asset Management, LLC638KShares$41.2 Million21.03% of portfolio
-
Jpmorgan Chase & CO New York, NY608KShares$39.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC602KShares$38.9 Million0.01% of portfolio
-
Mesirow Financial Investment Management, Inc.573KShares$37 Million0.71% of portfolio