Avantax Advisory Services, Inc. Ishares Tr Core Moderate Alloc Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 21,422 shares of AOM stock, worth $991,624. This represents 0.01% of its overall portfolio holdings.
Number of Shares
21,422
Previous 20,100
6.58%
Holding current value
$991,624
Previous $881,000
11.92%
% of portfolio
0.01%
Previous 0.01%
Shares
19 transactions
Others Institutions Holding AOM
# of Institutions
284Shares Held
12MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$126 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC995KShares$46.1 Million0.02% of portfolio
-
Morgan Stanley New York, NY566KShares$26.2 Million0.0% of portfolio
-
Foundations Investment Advisors, LLC503KShares$23.3 Million0.39% of portfolio
-
Weitzel Financial Services, Inc.280KShares$13 Million5.77% of portfolio