First Ascent Asset Management, LLC Ishares Tr Core Moderate Alloc Transaction History
First Ascent Asset Management, LLC
- $892 Billion
- Q4 2023
A detailed history of First Ascent Asset Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, First Ascent Asset Management, LLC holds 11,277 shares of AOM stock, worth $502,615. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,277
Previous 11,118
1.43%
Holding current value
$502,615
Previous $433 Million
8.16%
% of portfolio
0.05%
Previous 0.06%
Shares
11 transactions
Others Institutions Holding AOM
# of Institutions
274Shares Held
14.1MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$122 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.1MShares$49 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA969KShares$43.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC950KShares$42.3 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL735KShares$32.8 Million0.01% of portfolio