National Wealth Management Group, LLC Ishares Tr Core Moderate Alloc Transaction History
National Wealth Management Group, LLC
- $148 Billion
- Q3 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 10,277 shares of AOM stock, worth $447,974. This represents 0.31% of its overall portfolio holdings.
Number of Shares
10,277
Previous 9,694
6.01%
Holding current value
$447,974
Previous $417 Million
11.19%
% of portfolio
0.31%
Previous 0.32%
Shares
4 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$40.9 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