Xena Financial Planning, LLC Ishares Tr Core Moderate Alloc Transaction History

Xena Financial Planning, LLC

  • $85.2 Billion
  • Q4 2025

A detailed history of Xena Financial Planning, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Xena Financial Planning, LLC holds 6,960 shares of AOM stock, worth $331,992. This represents 0.39% of its overall portfolio holdings.

Number of Shares
6,960
Holding current value
$331,992
% of portfolio
0.39%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$47.0 - $48.26 $327,120 - $335,889
6,960 New
6,960 $332 Million

Others Institutions Holding AOM

# of Institutions
291
Shares Held
11.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE MODERATE ALLOC

AOM Quotes by TradingView
  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
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