A detailed history of Fidato Wealth LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Fidato Wealth LLC holds 7,706 shares of AOA stock, worth $599,449. This represents 0.49% of its overall portfolio holdings.

Number of Shares
7,706
Previous 7,439 3.59%
Holding current value
$599,449
Previous $556,000 9.35%
% of portfolio
0.49%
Previous 0.49%

Shares

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

Nov 05, 2024

BUY
$72.11 - $79.05 $19,253 - $21,106
267 Added 3.59%
7,706 $608,000
Q2 2024

Aug 13, 2024

BUY
$70.02 - $75.08 $14,984 - $16,067
214 Added 2.96%
7,439 $556,000
Q1 2024

Apr 18, 2024

SELL
$67.75 - $73.5 $4,742 - $5,145
-70 Reduced 0.96%
7,225 $530,000
Q4 2023

Jan 09, 2024

BUY
$60.96 - $69.28 $444,703 - $505,397
7,295 New
7,295 $503,000

Others Institutions Holding AOA

About ISHARES TR CORE AGGRESSIVE ALL


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

Track Fidato Wealth LLC Portfolio

Follow Fidato Wealth 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 Fidato Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fidato Wealth LLC with notifications on news.