Life Plan Financial, LLC Ishares Tr Core Moderate Alloc Transaction History

Life Plan Financial, LLC

  • $117 Billion
  • Q3 2024

A detailed history of Life Plan Financial, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Life Plan Financial, LLC holds 36,835 shares of AOM stock, worth $1.63 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
36,835
Previous 37,973 3.0%
Holding current value
$1.63 Million
Previous $1.63 Billion 1.74%
% of portfolio
1.43%
Previous 1.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024
SELL
$42.66 - $45.18 $48,547 - $51,414
-1,138 Reduced 3.0%
36,835 $1.66 Billion
Q2 2024

Jul 30, 2024
BUY
$41.17 - $43.25 $230,634 - $242,286
5,602 Added 17.31%
37,973 $1.63 Billion
Q1 2024

Apr 30, 2024
BUY
$40.86 - $42.78 $1,184 - $1,240
29 Added 0.09%
32,371 $1.38 Billion
Q4 2023

Jan 30, 2024
BUY
$37.83 - $41.78 $1.22 Million - $1.35 Million
32,342 New
32,342 $1.34 Billion

Others Institutions Holding AOM

# of Institutions
251
Shares Held
11.3M
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
Track This Portfolio

Track Life Plan Financial, LLC Portfolio

Follow Life Plan Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Plan Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email