Lake Point Wealth Management Ishares Tr Core Growth Allocat Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Lake Point Wealth Management holds 332 shares of AOR stock, worth $21,483. This represents 0.01% of its overall portfolio holdings.
Number of Shares
332
Previous 331
0.3%
Holding current value
$21,483
Previous $18,000
11.11%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding AOR
# of Institutions
444Shares Held
16.8MCall 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