Philip James Wealth Mangement, LLC Ishares Tr Core Moderate Alloc Transaction History
Philip James Wealth Mangement, LLC
- $150 Billion
- Q2 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 5,399 shares of AOM stock, worth $238,959. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,399
Previous 5,486
1.59%
Holding current value
$238,959
Previous $235 Million
1.04%
% of portfolio
0.15%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding AOM
# of Institutions
248Shares Held
11.4MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$121 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC901KShares$39.9 Million0.02% of portfolio
-
Morgan Stanley New York, NY373KShares$16.5 Million0.0% of portfolio
-
Foundations Investment Advisors, LLC304KShares$13.5 Million0.31% of portfolio
-
Royal Bank Of Canada Toronto, A6298KShares$13.2 Million0.0% of portfolio