Lebenthal Global Advisors, LLC AOR Holdings History
Lebenthal Global Advisors, LLC's iShares Core 60/40 Balanced Allocation ETF Holding Summary
As of 2025-03-31, Lebenthal Global Advisors, LLC held 343,131.00 shares of iShares Core 60/40 Balanced Allocation ETF(AOR), totaling $19.75 Mil. This investment constitutes 3.7% of their stock portfolio, and Lebenthal Global Advisors, LLC now holds 0.85% of the outstanding iShares Core 60/40 Balanced Allocation ETF(AOR) stock.
The initial trade took place in 2020Q4. And since then Lebenthal Global Advisors, LLC has made 6 purchases of AOR, at an average price of $53.09, for a total of 380,948.00 shares. In addition, there have been 2 sales at an average price of $56.74 for 37,817.00 shares. Based on historical transaction data and AOR's current price of $61.32, Lebenthal Global Advisors, LLC's estimated gain on his AOR holdings is $2.96 Mil, reflecting a 14.64% gain to date.
Lebenthal Global Advisors, LLC AOR ($61.32) Holding Chart
Lebenthal Global Advisors, LLC AOR ($61.32) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
