Cardinal Point Capital Management, Ulc Ishares Tr Core Moderate Alloc Transaction History

Cardinal Point Capital Management, Ulc

  • $1.26 Trillion
  • Q2 2025

A detailed history of Cardinal Point Capital Management, Ulc transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 4,384 shares of AOM stock, worth $202,935. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,384
Holding current value
$202,935
% of portfolio
0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$41.55 - $46.04 $182,155 - $201,839
4,384 New
4,384 $202 Million
Q3 2024

Oct 07, 2024
SELL
$42.66 - $45.18 $16,637 - $17,620
-390 Reduced 8.01%
4,479 $202 Million
Q4 2023

Jan 12, 2024
BUY
$37.83 - $41.78 $184,194 - $203,426
4,869 New
4,869 $202 Million

Others Institutions Holding AOM

# of Institutions
284
Shares Held
12M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE MODERATE ALLOC

AOM Quotes by TradingView
  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
Track This Portfolio

Track Cardinal Point Capital Management, Ulc Portfolio

Follow Cardinal Point Capital Management, Ulc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardinal Point Capital Management, Ulc, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Capital Management, Ulc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email