Napa Wealth Management Ishares Tr Core Growth Allocat Transaction History

Napa Wealth Management

  • $211 Billion
  • Q3 2024

A detailed history of Napa Wealth Management transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Napa Wealth Management holds 12,930 shares of AOR stock, worth $745,802. This represents 0.36% of its overall portfolio holdings.

Number of Shares
12,930
Previous 12,469 3.7%
Holding current value
$745,802
Previous $702 Million 8.84%
% of portfolio
0.36%
Previous 0.47%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$55.15 - $59.31 $25,424 - $27,341
461 Added 3.7%
12,930 $764 Million
Q2 2024

Aug 14, 2024
BUY
$53.33 - $56.61 $239,558 - $254,292
4,492 Added 56.31%
12,469 $702 Million
Q1 2024

Aug 14, 2024
SELL
$52.25 - $55.68 $1.88 Million - $2 Million
-35,950 Reduced 81.84%
7,977 $444 Million
Q4 2023

Feb 22, 2024
BUY
$47.73 - $53.4 $2.1 Million - $2.35 Million
43,927 New
43,927 $2.34 Billion

Others Institutions Holding AOR

# of Institutions
367
Shares Held
14.4M
Call Options Held
4K
Put Options Held
0
View Full List

About ISHARES TR CORE GROWTH ALLOCAT

AOR Quotes by TradingView
  • Ticker AOR
  • Sector ETFs
  • Industry ETFs
More about AOR
Track This Portfolio

Track Napa Wealth Management Portfolio

Follow Napa Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email