Mosley Wealth Management Ishares Tr Core Moderate Alloc Transaction History
Mosley Wealth Management
- $161 Billion
- Q4 2024
A detailed history of Mosley Wealth Management transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Mosley Wealth Management holds 11,457 shares of AOM stock, worth $526,907. This represents 0.31% of its overall portfolio holdings.
Number of Shares
11,457
Previous 12,230
6.32%
Holding current value
$526,907
Previous $543 Million
7.02%
% of portfolio
0.31%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding AOM
# of Institutions
283Shares Held
11.7MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$125 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC995KShares$45.8 Million0.02% of portfolio
-
Morgan Stanley New York, NY566KShares$26 Million0.0% of portfolio
-
Foundations Investment Advisors, LLC427KShares$19.6 Million0.37% of portfolio
-
Weitzel Financial Services, Inc.280KShares$12.9 Million5.77% of portfolio