Pds Planning, Inc Ishares Tr Core Growth Allocat Transaction History
Pds Planning, Inc
- $1.32 Billion
- Q2 2025
A detailed history of Pds Planning, Inc transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Pds Planning, Inc holds 14,131 shares of AOR stock, worth $908,199. This represents 0.07% of its overall portfolio holdings.
Number of Shares
14,131
Previous 14,318
1.31%
Holding current value
$908,199
Previous $824,000
5.58%
% of portfolio
0.07%
Previous 0.07%
Shares
11 transactions
Others Institutions Holding AOR
# of Institutions
414Shares Held
16.9MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$104 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY679KShares$43.6 Million0.0% of portfolio
-
Worth Asset Management, LLC638KShares$41 Million21.03% of portfolio
-
Mesirow Financial Investment Management, Inc.594KShares$38.2 Million0.76% of portfolio
-
Bank Of America Corp Charlotte, NC556KShares$35.7 Million0.0% of portfolio