Fermata Advisors, LLC Ishares Tr Core Growth Allocat Transaction History
Fermata Advisors, LLC
- $510 Million
- Q4 2024
A detailed history of Fermata Advisors, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Fermata Advisors, LLC holds 3,615 shares of AOR stock, worth $206,380. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,615
Previous 3,615
-0.0%
Holding current value
$206,380
Previous $214,000
3.27%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding AOR
# of Institutions
390Shares Held
19.8MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2MShares$114 Million0.03% of portfolio
-
Black Rock Inc. New York, NY1.62MShares$92.3 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.07MShares$61.2 Million0.02% of portfolio
-
Morgan Stanley New York, NY847KShares$48.4 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY682KShares$38.9 Million0.0% of portfolio