Consilium Wealth Advisory, LLC Ishares Tr Core Growth Allocat Transaction History
Consilium Wealth Advisory, LLC
- $181 Million
- Q3 2024
A detailed history of Consilium Wealth Advisory, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 294,186 shares of AOR stock, worth $17 Million. This represents 9.64% of its overall portfolio holdings.
Number of Shares
294,186
Previous 288,400
2.01%
Holding current value
$17 Million
Previous $16.2 Million
7.3%
% of portfolio
9.64%
Previous 8.94%
Shares
12 transactions
Others Institutions Holding AOR
# of Institutions
367Shares Held
14.4MCall Options Held
4KPut Options Held
0-
Black Rock Inc. New York, NY1.62MShares$93.5 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY687KShares$39.7 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.601KShares$34.8 Million0.72% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$33.4 Million0.0% of portfolio
-
Aspiriant, LLC444KShares$25.7 Million1.01% of portfolio