Burkett Financial Services, LLC Ishares Tr Core Growth Allocat Transaction History
Burkett Financial Services, LLC
- $242 Billion
- Q3 2024
A detailed history of Burkett Financial Services, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Burkett Financial Services, LLC holds 111 shares of AOR stock, worth $6,402. This represents 0.0% of its overall portfolio holdings.
Number of Shares
111
Previous 585
81.03%
Holding current value
$6,402
Previous $33 Million
80.08%
% of portfolio
0.0%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding AOR
# of Institutions
367Shares Held
14.4MCall Options Held
4KPut Options Held
0-
Black Rock Inc. New York, NY1.62MShares$93.2 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY687KShares$39.6 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.601KShares$34.7 Million0.72% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$33.3 Million0.0% of portfolio
-
Aspiriant, LLC444KShares$25.6 Million1.01% of portfolio