Executive Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History
Executive Wealth Management, LLC
- $1.15 Billion
- Q4 2024
A detailed history of Executive Wealth Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Executive Wealth Management, LLC holds 5,829 shares of AOM stock, worth $255,951. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,829
Previous 5,829
-0.0%
Holding current value
$255,951
Previous $262,000
3.44%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding AOM
# of Institutions
277Shares Held
14.2MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$120 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.1MShares$48.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA969KShares$42.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC950KShares$41.7 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL735KShares$32.3 Million0.01% of portfolio