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 $491,113. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,277
Previous 11,118
1.43%
Holding current value
$491,113
Previous $433 Million
8.16%
% of portfolio
0.05%
Previous 0.06%
Shares
11 transactions
Others Institutions Holding AOM
# of Institutions
253Shares Held
11.4MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$119 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC939KShares$40.9 Million0.02% of portfolio
-
Morgan Stanley New York, NY355KShares$15.4 Million0.0% of portfolio
-
Foundations Investment Advisors, LLC304KShares$13.2 Million0.31% of portfolio
-
Royal Bank Of Canada Toronto, A6291KShares$12.7 Million0.0% of portfolio