Milestone Asset Management, LLC Ishares Tr Core Moderate Alloc Transaction History
Milestone Asset Management, LLC
- $399 Billion
- Q2 2024
A detailed history of Milestone Asset Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Milestone Asset Management, LLC holds 19,820 shares of AOM stock, worth $875,647. This represents 0.21% of its overall portfolio holdings.
Number of Shares
19,820
Previous 18,121
9.38%
Holding current value
$875,647
Previous $775 Million
9.96%
% of portfolio
0.21%
Previous 0.22%
Shares
7 transactions
Others Institutions Holding AOM
# of Institutions
254Shares Held
10.9MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$121 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC901KShares$39.8 Million0.02% of portfolio
-
Morgan Stanley New York, NY373KShares$16.5 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6298KShares$13.2 Million0.0% of portfolio
-
Foundations Investment Advisors, LLC273KShares$12.1 Million0.3% of portfolio