Fsa Wealth Management LLC Ishares Tr Core Moderate Alloc Transaction History

Fsa Wealth Management LLC

  • $323 Million
  • Q3 2025

A detailed history of Fsa Wealth Management LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Fsa Wealth Management LLC holds 30 shares of AOM stock, worth $1,431. This represents 0.0% of its overall portfolio holdings.

Number of Shares
30
Previous 30 -0.0%
Holding current value
$1,431
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$42.93 - $44.71 $19,146 - $19,940
-446 Reduced 93.7%
30 $1,000
Q4 2024

Feb 14, 2025
BUY
$43.44 - $45.05 $260 - $270
6 Added 1.28%
476 $20,000
Q3 2024

Nov 14, 2024
BUY
$42.66 - $45.18 $170 - $180
4 Added 0.86%
470 $21,000
Q1 2024

May 16, 2024
SELL
$40.86 - $42.78 $81 - $85
-2 Reduced 0.43%
466 $19,000
Q4 2023

Feb 14, 2024
BUY
$37.83 - $41.78 $17,704 - $19,553
468 New
468 $19,000
Q1 2021

May 17, 2021
SELL
$42.87 - $44.08 $49,000 - $50,383
-1,143 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
$40.42 - $43.32 $46,200 - $49,514
1,143 New
1,143 $49,000
Q3 2020

Nov 13, 2020
SELL
$39.91 - $42.11 $39,510 - $41,688
-990 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
$35.99 - $40.49 $19,218 - $21,621
-534 Reduced 35.04%
990 $39,000
Q1 2020

May 15, 2020
BUY
$34.02 - $40.94 $170 - $204
5 Added 0.33%
1,524 $56,000
Q4 2019

Feb 21, 2020
BUY
$38.71 - $40.3 $58,800 - $61,215
1,519 New
1,519 $61,000

Others Institutions Holding AOM

# of Institutions
289
Shares Held
11.8M
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
Track This Portfolio

Track Fsa Wealth Management LLC Portfolio

Follow Fsa Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fsa Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsa Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email