Polaris Wealth Advisory Group, LLC Ishares Tr Core Growth Allocat Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
A detailed history of Polaris Wealth Advisory Group, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 40,356 shares of AOR stock, worth $2.29 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
40,356
Previous 39,575
1.97%
Holding current value
$2.29 Million
Previous $2.04 Million
2.11%
% of portfolio
0.15%
Previous 0.16%
Shares
25 transactions
Others Institutions Holding AOR
# of Institutions
336Shares Held
14.4MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.57MShares$89.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.22MShares$69.2 Million0.01% of portfolio
-
Global Assets Advisory, LLC Orlando, FL1.19MShares$67.6 Million0.98% of portfolio
-
Mesirow Financial Investment Management, Inc.620KShares$35.1 Million0.8% of portfolio
-
Aspiriant, LLC415KShares$23.5 Million0.96% of portfolio