A detailed history of Cardinal Point Capital Management, Ulc transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 4,479 shares of AOM stock, worth $195,956. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,479
Previous 4,869 8.01%
Holding current value
$195,956
Previous $209 Million 3.52%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 07, 2024

SELL
$42.66 - $45.18 $16,637 - $17,620
-390 Reduced 8.01%
4,479 $202 Million
Q4 2023

Jan 12, 2024

BUY
$37.83 - $41.78 $184,194 - $203,426
4,869 New
4,869 $202 Million

Others Institutions Holding AOM

About ISHARES TR CORE MODERATE ALLOC


  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
Track This Portfolio

Track Cardinal Point Capital Management, Ulc Portfolio

Follow Cardinal Point Capital Management, Ulc 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 Cardinal Point Capital Management, Ulc, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Capital Management, Ulc with notifications on news.