Axxcess Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History

Axxcess Wealth Management, LLC

  • $3.61 Billion
  • Q2 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 7,463 shares of AOM stock, worth $330,312. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,463
Previous 7,462 0.01%
Holding current value
$330,312
Previous $319,000 0.31%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$41.17 - $43.25 $41 - $43
1 Added 0.01%
7,463 $320,000
Q1 2024

May 14, 2024
BUY
$40.86 - $42.78 $6,537 - $6,844
160 Added 2.19%
7,462 $319,000
Q4 2022

Feb 14, 2023
SELL
$36.07 - $39.57 $9,233 - $10,129
-256 Reduced 3.39%
7,302 $277,000
Q3 2022

Nov 14, 2022
BUY
$36.57 - $40.81 $73 - $81
2 Added 0.03%
7,558 $277,000
Q2 2022

Aug 11, 2022
BUY
$38.3 - $43.06 $289,394 - $325,361
7,556 New
7,556 $294,000

Others Institutions Holding AOM

# of Institutions
248
Shares Held
11.4M
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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