Ever Source Wealth Advisors, LLC Ishares Tr Core Growth Allocat Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 12 shares of AOR stock, worth $702. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12
Previous 30 60.0%
Holding current value
$702
Previous $1,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$55.15 - $59.31 $992 - $1,067
-18 Reduced 60.0%
12 $0
Q2 2024

Aug 13, 2024
BUY
$53.33 - $56.61 $639 - $679
12 Added 66.67%
30 $1,000
Q1 2024

Jun 11, 2024
BUY
$52.25 - $55.68 $940 - $1,002
18 New
18 $1,000

Others Institutions Holding AOR

# of Institutions
378
Shares Held
16.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE GROWTH ALLOCAT

AOR Quotes by TradingView
  • Ticker AOR
  • Sector ETFs
  • Industry ETFs
More about AOR
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email