Executive Wealth Management, LLC Ishares Tr Core Growth Allocat Transaction History
Executive Wealth Management, LLC
- $1.15 Billion
- Q4 2024
A detailed history of Executive Wealth Management, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Executive Wealth Management, LLC holds 10,572 shares of AOR stock, worth $684,114. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,572
Previous 10,572
-0.0%
Holding current value
$684,114
Previous $626,000
3.35%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding AOR
# of Institutions
438Shares Held
16.8MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$105 Million0.0% of portfolio
-
Worth Asset Management, LLC638KShares$41.3 Million21.03% of portfolio
-
Jpmorgan Chase & CO New York, NY608KShares$39.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC602KShares$39 Million0.01% of portfolio
-
Mesirow Financial Investment Management, Inc.573KShares$37.1 Million0.71% of portfolio