Opal Wealth Advisors, LLC Ishares Tr Core Growth Allocat Transaction History

Opal Wealth Advisors, LLC

$308 Million
Q2 2024

A detailed history of Opal Wealth Advisors, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 14 shares of AOR stock, worth $830. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$830

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 12, 2024	BUY	$53.33 - $56.61 $746 - $792	14 New	14 $0

Others Institutions Holding AOR

# of Institutions

359

Shares Held

13.8M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

1.62M
Shares

$95.8 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

1.15M
Shares

$68.3 Million
0.01% of portfolio
Mesirow Financial Investment Management, Inc.

612K
Shares

$36.3 Million
0.8% of portfolio
Aspiriant, LLC

448K
Shares

$26.5 Million
1.03% of portfolio
Wells Fargo & Company San Francisco, CA

402K
Shares

$23.8 Million
0.01% of portfolio

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About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

More about AOR

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Opal Wealth Advisors, LLC Ishares Tr Core Growth Allocat Transaction History