Summit Financial Wealth Advisors, LLC Ishares Tr Core Growth Allocat Transaction History
Summit Financial Wealth Advisors, LLC
- $490 Million
- Q4 2024
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 8,480 shares of AOR stock, worth $493,281. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,480
Previous 8,480
-0.0%
Holding current value
$493,281
Previous $502,000
3.19%
% of portfolio
0.1%
Previous 0.1%
Shares
9 transactions
Others Institutions Holding AOR
# of Institutions
390Shares Held
19.8MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2MShares$116 Million0.03% of portfolio
-
Black Rock Inc. New York, NY1.62MShares$94 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.07MShares$62.4 Million0.02% of portfolio
-
Morgan Stanley New York, NY847KShares$49.3 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY682KShares$39.7 Million0.0% of portfolio