Wealth Forward, LLC Ishares Tr Core Moderate Alloc Transaction History
Wealth Forward, LLC
- $128 Billion
- Q2 2024
A detailed history of Wealth Forward, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Wealth Forward, LLC holds 11,395 shares of AOM stock, worth $508,786. This represents 0.38% of its overall portfolio holdings.
Number of Shares
11,395
Previous 12,015
5.16%
Holding current value
$508,786
Previous $514 Million
4.65%
% of portfolio
0.38%
Previous 0.4%
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