Sherman Wealth Management LLC Ishares Tr Core Moderate Alloc Transaction History
Sherman Wealth Management LLC
- $100 Billion
- Q4 2025
A detailed history of Sherman Wealth Management LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Sherman Wealth Management LLC holds 5,318 shares of AOM stock, worth $253,668. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,318Holding current value
$253,668% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding AOM
# of Institutions
289Shares Held
11.9MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$130 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC1.09MShares$51.8 Million0.02% of portfolio
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Foundations Investment Advisors, LLC508KShares$24.2 Million0.39% of portfolio
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Morgan Stanley New York, NY365KShares$17.4 Million0.0% of portfolio
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Weitzel Financial Services, Inc.289KShares$13.8 Million5.55% of portfolio