Consilium Wealth Advisory, LLC Ishares Tr Core Moderate Alloc Transaction History
Consilium Wealth Advisory, LLC
- $181 Million
- Q3 2024
A detailed history of Consilium Wealth Advisory, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 96,683 shares of AOM stock, worth $4.23 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
96,683
Previous 96,910
0.23%
Holding current value
$4.23 Million
Previous $4.17 Million
4.63%
% of portfolio
2.41%
Previous 2.29%
Shares
11 transactions
Others Institutions Holding AOM
# of Institutions
251Shares Held
11.3MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$119 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC939KShares$41.1 Million0.02% of portfolio
-
Morgan Stanley New York, NY355KShares$15.5 Million0.0% of portfolio
-
Foundations Investment Advisors, LLC304KShares$13.3 Million0.31% of portfolio
-
Royal Bank Of Canada Toronto, A6291KShares$12.7 Million0.0% of portfolio