Concurrent Investment Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 5,448 shares of AOM stock, worth $241,074. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,448
Previous 4,812 13.22%
Holding current value
$241,074
Previous $207 Million 18.75%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$42.66 - $45.18 $27,131 - $28,734
636 Added 13.22%
5,448 $246 Million
Q2 2024

Jul 30, 2024
BUY
$41.17 - $43.25 $198,110 - $208,119
4,812 New
4,812 $207 Million

Others Institutions Holding AOM

# of Institutions
250
Shares Held
11.3M
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 Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC 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 Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email