Comprehensive Financial Planning, Inc./Pa Ishares Tr Core Moderate Alloc Transaction History
Comprehensive Financial Planning, Inc./Pa
- $146 Billion
- Q3 2025
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 1,186 shares of AOM stock, worth $56,572. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,186
Previous 1,177
0.76%
Holding current value
$56,572
Previous $54.2 Million
4.19%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding AOM
# of Institutions
291Shares Held
12.2MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$130 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.09MShares$51.8 Million0.02% of portfolio
-
Foundations Investment Advisors, LLC508KShares$24.2 Million0.39% of portfolio
-
Morgan Stanley New York, NY365KShares$17.4 Million0.0% of portfolio
-
Weitzel Financial Services, Inc.289KShares$13.8 Million5.55% of portfolio