Wealth Forward, LLC Ishares Tr Core Growth Allocat Transaction History
Wealth Forward, LLC
- $142 Billion
- Q4 2024
A detailed history of Wealth Forward, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Wealth Forward, LLC holds 105,729 shares of AOR stock, worth $6.19 Million. This represents 4.28% of its overall portfolio holdings.
Number of Shares
105,729
Previous 103,788
1.87%
Holding current value
$6.19 Million
Previous $6.15 Billion
1.43%
% of portfolio
4.28%
Previous 4.31%
Shares
5 transactions
Others Institutions Holding AOR
# of Institutions
370Shares Held
15.1MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$94.5 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY687KShares$40.2 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.601KShares$35.2 Million0.72% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$33.8 Million0.0% of portfolio
-
Aspiriant, LLC427KShares$25 Million0.89% of portfolio