Valpey Financial Services, LLC Ishares Tr Core Growth Allocat Transaction History
Valpey Financial Services, LLC
- $145 Billion
- Q2 2025
A detailed history of Valpey Financial Services, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Valpey Financial Services, LLC holds 6,568 shares of AOR stock, worth $422,125. This represents 0.28% of its overall portfolio holdings.
Number of Shares
6,568Holding current value
$422,125% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding AOR
# of Institutions
415Shares Held
16.7MCall 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
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Mesirow Financial Investment Management, Inc.594KShares$38.2 Million0.76% of portfolio
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Bank Of America Corp Charlotte, NC556KShares$35.7 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC504KShares$32.4 Million0.01% of portfolio