Worth Financial Advisory Group, LLC Ishares Tr Core Growth Allocat Transaction History
Worth Financial Advisory Group, LLC
- $206 Billion
- Q4 2025
A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 22,873 shares of AOR stock, worth $1.48 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
22,873
Previous 23,520
2.75%
Holding current value
$1.48 Million
Previous $1.51 Billion
1.8%
% of portfolio
0.72%
Previous 0.85%
Shares
13 transactions
Others Institutions Holding AOR
# of Institutions
448Shares 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