Worth Financial Advisory Group, LLC Ishares Tr Core Moderate Alloc Transaction History
Worth Financial Advisory Group, LLC
- $152 Billion
- Q2 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 4,927 shares of AOM stock, worth $219,990. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,927
Previous 4,789
2.88%
Holding current value
$219,990
Previous $205 Million
3.43%
% of portfolio
0.14%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding AOM
# of Institutions
254Shares Held
10.9MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$122 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC901KShares$40.2 Million0.02% of portfolio
-
Morgan Stanley New York, NY373KShares$16.7 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6298KShares$13.3 Million0.0% of portfolio
-
Foundations Investment Advisors, LLC273KShares$12.2 Million0.3% of portfolio