Bogart Wealth, LLC Ishares Tr Core Moderate Alloc Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Bogart Wealth, LLC holds 595 shares of AOM stock, worth $26,328. This represents 0.0% of its overall portfolio holdings.
Number of Shares
595
Previous 595
-0.0%
Holding current value
$26,328
Previous $25,000
4.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding AOM
# of Institutions
250Shares Held
11.3MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$121 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC939KShares$41.5 Million0.02% of portfolio
-
Morgan Stanley New York, NY355KShares$15.7 Million0.0% of portfolio
-
Foundations Investment Advisors, LLC304KShares$13.5 Million0.31% of portfolio
-
Royal Bank Of Canada Toronto, A6291KShares$12.9 Million0.0% of portfolio