Corient Private Wealth LLC
Position in AOR — iShares Core 60/40 Balanced Allocation ETF
CIK 1948780
MIAMI, FL
All Filings in AOR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 AOR | $4,112,523 | 59,173 | Shares | Sole | 2026-08-27 | |
| 2023-03-31 AOR | $2,068,290 | 41,341 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 AOR | $5,913,062 | 125,383 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||