Evermay Wealth Management LLC Ishares Tr Core Growth Allocat Transaction History
Evermay Wealth Management LLC
- $654 Million
- Q4 2024
A detailed history of Evermay Wealth Management LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Evermay Wealth Management LLC holds 514 shares of AOR stock, worth $30,043. This represents 0.0% of its overall portfolio holdings.
Number of Shares
514
Previous 514
-0.0%
Holding current value
$30,043
Previous $30,000
3.33%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding AOR
# of Institutions
368Shares Held
14.5MCall Options Held
4KPut Options Held
0-
Black Rock Inc. New York, NY1.62MShares$94.5 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY687KShares$40.2 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.601KShares$35.1 Million0.72% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$33.8 Million0.0% of portfolio
-
Aspiriant, LLC427KShares$25 Million0.89% of portfolio