A detailed history of National Wealth Management Group, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, National Wealth Management Group, LLC holds 9,694 shares of AOM stock, worth $429,056. This represents 0.32% of its overall portfolio holdings.

Number of Shares
9,694
Previous 14,485 33.08%
Holding current value
$429,056
Previous $620 Million 32.72%
% of portfolio
0.32%
Previous 0.48%

Shares

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

Aug 09, 2024

SELL
$41.17 - $43.25 $197,245 - $207,210
-4,791 Reduced 33.08%
9,694 $417 Million
Q1 2024

May 17, 2024

SELL
$40.86 - $42.78 $15,567 - $16,299
-381 Reduced 2.56%
14,485 $620 Million
Q4 2023

Feb 01, 2024

BUY
$37.83 - $41.78 $562,380 - $621,101
14,866 New
14,866 $617 Million

Others Institutions Holding AOM

About ISHARES TR CORE MODERATE ALLOC


  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
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