Pacific Capital Wealth Advisors, Inc Ishares Tr Core Growth Allocat Transaction History
Pacific Capital Wealth Advisors, Inc
- $547 Million
- Q2 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 18,282 shares of AOR stock, worth $1.07 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
18,282
Previous 24,388
25.04%
Holding current value
$1.07 Million
Previous $1.36 Million
24.17%
% of portfolio
0.19%
Previous 0.32%
Shares
19 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