Worth Financial Advisory Group, LLC Ishares Tr Core Growth Allocat Transaction History
Worth Financial Advisory Group, LLC
- $178 Billion
- Q3 2025
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 23,520 shares of AOR stock, worth $1.51 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
23,520
Previous 25,655
8.32%
Holding current value
$1.51 Million
Previous $1.58 Billion
4.14%
% of portfolio
0.85%
Previous 0.97%
Shares
12 transactions
Others Institutions Holding AOR
# of Institutions
423Shares Held
16.8MCall 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
-
Worth Asset Management, LLC638KShares$41 Million21.03% of portfolio
-
Mesirow Financial Investment Management, Inc.594KShares$38.2 Million0.76% of portfolio
-
Bank Of America Corp Charlotte, NC556KShares$35.7 Million0.0% of portfolio