Octavia Wealth Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Octavia Wealth Advisors, LLC

  • $990 Million
  • Q3 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 5,353 shares of AOM stock, worth $255,338. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,353
Holding current value
$255,338
% of portfolio
0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$45.4 - $47.61 $243,026 - $254,856
5,353 New
5,353 $254,000
Q3 2023

Oct 30, 2023
BUY
$38.81 - $40.84 $276,598 - $291,066
7,127 New
7,127 $277,000

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
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