Worth Financial Advisory Group, LLC Ishares Tr Core Growth Allocat Transaction History
Worth Financial Advisory Group, LLC
- $170 Billion
- Q3 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 33,481 shares of AOR stock, worth $1.94 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
33,481
Previous 34,474
2.88%
Holding current value
$1.94 Million
Previous $1.94 Billion
2.16%
% of portfolio
1.17%
Previous 1.27%
Shares
8 transactions
Others Institutions Holding AOR
# of Institutions
366Shares Held
14.4MCall Options Held
4KPut Options Held
0-
Black Rock Inc. New York, NY1.62MShares$93.7 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY687KShares$39.8 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.601KShares$34.9 Million0.72% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$33.5 Million0.0% of portfolio
-
Aspiriant, LLC444KShares$25.8 Million1.01% of portfolio