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 $238,650. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,688
Previous 3,855
4.33%
Holding current value
$238,650
Previous $217,000
0.46%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding AOR
# of Institutions
449Shares Held
17MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$105 Million0.0% of portfolio
-
Worth Asset Management, LLC671KShares$43.4 Million20.5% 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