Blue Stem Wealth Partners, LLC Ishares Tr Core Moderate Alloc Transaction History
Blue Stem Wealth Partners, LLC
- $814 Billion
- Q2 2025
A detailed history of Blue Stem Wealth Partners, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 28,606 shares of AOM stock, worth $1.36 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
28,606
Previous 31,536
9.29%
Holding current value
$1.36 Million
Previous $1.38 Billion
4.83%
% of portfolio
0.16%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding AOM
# of Institutions
290Shares Held
12MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$130 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC991KShares$47.1 Million0.02% of portfolio
-
Foundations Investment Advisors, LLC503KShares$23.9 Million0.39% of portfolio
-
Morgan Stanley New York, NY408KShares$19.4 Million0.0% of portfolio
-
Weitzel Financial Services, Inc.289KShares$13.7 Million5.55% of portfolio