Plan Group Financial, LLC Ishares Tr Core Moderate Alloc Transaction History
Plan Group Financial, LLC
- $187 Million
- Q3 2024
A detailed history of Plan Group Financial, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Plan Group Financial, LLC holds 27,344 shares of AOM stock, worth $1.2 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
27,344
Previous 29,161
6.23%
Holding current value
$1.2 Million
Previous $1.25 Million
1.67%
% of portfolio
0.66%
Previous 0.77%
Shares
5 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$41.1 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