Strategic Family Wealth Counselors, L.L.C. Ishares Tr Core Growth Allocat Transaction History
Strategic Family Wealth Counselors, L.L.C.
- $260 Million
- Q2 2024
A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 54,487 shares of AOR stock, worth $3.23 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
54,487
Previous 52,895
3.01%
Holding current value
$3.23 Million
Previous $2.94 Million
4.21%
% of portfolio
1.18%
Previous 1.16%
Shares
16 transactions
Others Institutions Holding AOR
# of Institutions
359Shares Held
13.8MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$95.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.15MShares$68.3 Million0.01% of portfolio
-
Mesirow Financial Investment Management, Inc.612KShares$36.3 Million0.8% of portfolio
-
Aspiriant, LLC448KShares$26.5 Million1.03% of portfolio
-
Wells Fargo & Company San Francisco, CA402KShares$23.8 Million0.01% of portfolio