Able Wealth Management LLC Ishares Tr Core Moderate Alloc Transaction History

Able Wealth Management LLC

$110 Billion
Q4 2023

A detailed history of Able Wealth Management LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Able Wealth Management LLC holds 796 shares of AOM stock, worth $35,167. This represents 0.03% of its overall portfolio holdings.

Number of Shares

796

Holding current value

$35,167

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 20, 2024	BUY	$37.83 - $41.78 $30,112 - $33,256	796 New	796 $33 Million

Others Institutions Holding AOM

# of Institutions

254

Shares Held

10.9M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

2.73M
Shares

$121 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

901K
Shares

$39.8 Million
0.02% of portfolio
Morgan Stanley New York, NY

373K
Shares

$16.5 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

298K
Shares

$13.2 Million
0.0% of portfolio
Foundations Investment Advisors, LLC

273K
Shares

$12.1 Million
0.3% of portfolio

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

More about AOM

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Able Wealth Management LLC Ishares Tr Core Moderate Alloc Transaction History