National Wealth Management Group, LLC Ishares Tr Core Moderate Alloc Transaction History

National Wealth Management Group, LLC

  • $131 Billion
  • Q2 2024

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

# of Institutions
248
Shares Held
11.4M
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
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