Executive Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History
Executive Wealth Management, LLC
- $1.15 Billion
- Q4 2024
A detailed history of Executive Wealth Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Executive Wealth Management, LLC holds 5,829 shares of AOM stock, worth $278,043. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,829
Previous 5,829
-0.0%
Holding current value
$278,043
Previous $262,000
3.44%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding AOM
# of Institutions
289Shares Held
11.8MCall 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