Bay Harbor Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History
Bay Harbor Wealth Management, LLC
- $275 Million
- Q1 2024
A detailed history of Bay Harbor Wealth Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Bay Harbor Wealth Management, LLC holds 7,861 shares of AOM stock, worth $338,101. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,861
Previous 7,733
1.66%
Holding current value
$338,101
Previous $320,000
5.0%
% of portfolio
0.12%
Previous 0.12%
Shares
19 transactions
Others Institutions Holding AOM
# of Institutions
241Shares Held
10.5MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.66MShares$115 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC929KShares$40 Million0.02% of portfolio
-
Morgan Stanley New York, NY331KShares$14.3 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6311KShares$13.4 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ262KShares$11.3 Million0.03% of portfolio