Burt Wealth Advisors Ishares Tr Core Growth Allocat Transaction History
Burt Wealth Advisors
- $399 Million
- Q3 2024
A detailed history of Burt Wealth Advisors transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Burt Wealth Advisors holds 65,455 shares of AOR stock, worth $3.76 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
65,455
Previous 65,655
0.3%
Holding current value
$3.76 Million
Previous $3.7 Million
4.87%
% of portfolio
0.97%
Previous 0.98%
Shares
30 transactions
Others Institutions Holding AOR
# of Institutions
367Shares Held
14.4MCall Options Held
4KPut Options Held
0-
Black Rock Inc. New York, NY1.62MShares$92.9 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY687KShares$39.5 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.601KShares$34.6 Million0.72% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$33.2 Million0.0% of portfolio
-
Aspiriant, LLC444KShares$25.6 Million1.01% of portfolio