Apex Wealth Management, LLC Ishares Tr Core Growth Allocat Transaction History
Apex Wealth Management, LLC
- $116 Billion
- Q4 2024
A detailed history of Apex Wealth Management, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Apex Wealth Management, LLC holds 3,557 shares of AOR stock, worth $210,858. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,557Holding current value
$210,858% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding AOR
# of Institutions
386Shares Held
19.2MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2MShares$119 Million0.03% of portfolio
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Black Rock Inc. New York, NY1.62MShares$95.8 Million0.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.07MShares$63.6 Million0.02% of portfolio
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Morgan Stanley New York, NY847KShares$50.2 Million0.0% of portfolio
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Jpmorgan Chase & CO New York, NY682KShares$40.4 Million0.0% of portfolio