Kowal Investment Group, LLC Ishares Tr Core Growth Allocat Transaction History
Kowal Investment Group, LLC
- $538 Million
- Q3 2024
A detailed history of Kowal Investment Group, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Kowal Investment Group, LLC holds 3,688 shares of AOR stock, worth $215,379. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,688
Previous 3,855
4.33%
Holding current value
$215,379
Previous $217,000
0.46%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding AOR
# of Institutions
369Shares Held
14.5MCall Options Held
4KPut Options Held
0-
Black Rock Inc. New York, NY1.62MShares$94.4 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY687KShares$40.1 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$24.9 Million0.89% of portfolio