Golden State Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History

Golden State Wealth Management, LLC

  • $673 Billion
  • Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 262 shares of AOM stock, worth $11,438. This represents 0.0% of its overall portfolio holdings.

Number of Shares
262
Previous 524 50.0%
Holding current value
$11,438
Previous $22,000 52159.09%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$42.93 - $44.71 $11,247 - $11,714
-262 Reduced 50.0%
262 $11.5 Million
Q1 2025

Apr 23, 2025
BUY
$42.93 - $44.71 $22,495 - $23,428
524 New
524 $22,000
Q2 2020

Aug 11, 2020
SELL
$35.99 - $40.49 $16,411 - $18,463
-456 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$34.02 - $40.94 $15,513 - $18,668
456 New
456 $17,000

Others Institutions Holding AOM

# of Institutions
275
Shares Held
13.8M
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
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, 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 Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email