Wealthquest Corp Ishares Tr Core Growth Allocat Transaction History
Wealthquest Corp
- $948 Million
- Q4 2024
A detailed history of Wealthquest Corp transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Wealthquest Corp holds 5,519 shares of AOR stock, worth $322,309. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,519
Previous 5,784
4.58%
Holding current value
$322,309
Previous $342,000
7.6%
% of portfolio
0.03%
Previous 0.04%
Shares
23 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