A detailed history of Creative Planning transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Creative Planning holds 6,884 shares of AOM stock, worth $295,598. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,884
Holding current value
$295,598
% of portfolio
0.0%

Shares

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

Oct 11, 2024

BUY
$42.66 - $45.18 $293,671 - $311,019
6,884 New
6,884 $310,000
Q1 2019

Apr 24, 2019

SELL
$35.53 - $38.06 $326,627 - $349,885
-9,193 Closed
0 $0
Q4 2018

Feb 01, 2019

BUY
$35.24 - $37.92 $323,961 - $348,598
9,193 New
9,193 $328,000

Others Institutions Holding AOM

About ISHARES TR CORE MODERATE ALLOC


  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning 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 Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.