Elevate Wealth Advisory, Inc Ishares Tr Core Moderate Alloc Transaction History

Elevate Wealth Advisory, Inc

  • $138 Billion
  • Q3 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 16 shares of AOM stock, worth $763. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16
Previous 11 45.45%
Holding current value
$763
Previous $506,000 50.4%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$45.4 - $47.61 $227 - $238
5 Added 45.45%
16 $761,000
Q2 2025

Jul 23, 2025
BUY
$41.55 - $46.04 $415 - $460
10 Added 1000.0%
11 $506,000
Q1 2025

May 14, 2025
BUY
$42.93 - $44.71 $42 - $44
1 New
1 $44,000

Others Institutions Holding AOM

# of Institutions
287
Shares Held
11.8M
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
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