Zimmermann Investment Management & Planning LLC Ishares Tr Core Growth Allocat Transaction History
Zimmermann Investment Management & Planning LLC
- $287 Million
- Q3 2024
A detailed history of Zimmermann Investment Management & Planning LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 6,974 shares of AOR stock, worth $404,352. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,974
Previous 7,017
0.61%
Holding current value
$404,352
Previous $395,000
4.56%
% of portfolio
0.14%
Previous 0.14%
Shares
9 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