Aprio Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History
Aprio Wealth Management, LLC
- $514 Million
- Q2 2024
A detailed history of Aprio Wealth Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 5,667 shares of AOM stock, worth $252,351. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,667
Previous 5,891
3.8%
Holding current value
$252,351
Previous $252,000
3.57%
% of portfolio
0.05%
Previous 0.05%
Shares
2 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$40.1 Million0.02% of portfolio
-
Morgan Stanley New York, NY373KShares$16.6 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