A detailed history of Founders Financial Alliance, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 1,279 shares of AOA stock, worth $100,542. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,279
Previous 1,279 -0.0%
Holding current value
$100,542
Previous $95,000 5.26%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 23, 2024

SELL
$70.02 - $75.08 $7,212 - $7,733
-103 Reduced 7.45%
1,279 $95,000
Q3 2023

Nov 13, 2023

BUY
$63.24 - $67.72 $47,430 - $50,790
750 Added 118.67%
1,382 $87,000
Q1 2023

May 15, 2023

SELL
$59.87 - $64.81 $10,776 - $11,665
-180 Reduced 22.17%
632 $40,000
Q4 2022

Feb 15, 2023

SELL
$55.07 - $62.69 $51,655 - $58,803
-938 Reduced 53.6%
812 $48,000
Q3 2022

Nov 14, 2022

BUY
$55.45 - $64.54 $4,436 - $5,163
80 Added 4.79%
1,750 $97,000
Q2 2022

Aug 15, 2022

SELL
$58.69 - $69.52 $7,394 - $8,759
-126 Reduced 7.02%
1,670 $100,000
Q1 2022

May 12, 2022

SELL
$65.0 - $73.15 $11,895 - $13,386
-183 Reduced 9.25%
1,796 $124,000
Q4 2021

Feb 14, 2022

SELL
$69.49 - $73.61 $21,541 - $22,819
-310 Reduced 13.54%
1,979 $144,000
Q3 2021

Nov 15, 2021

BUY
$69.28 - $72.77 $20,784 - $21,831
300 Added 15.08%
2,289 $160,000
Q2 2021

Aug 02, 2021

SELL
$67.52 - $70.92 $5,401 - $5,673
-80 Reduced 3.87%
1,989 $141,000
Q1 2021

May 14, 2021

BUY
$63.86 - $67.38 $24,522 - $25,873
384 Added 22.79%
2,069 $140,000
Q4 2020

Feb 04, 2021

SELL
$56.73 - $64.27 $11,913 - $13,496
-210 Reduced 11.08%
1,685 $108,000
Q3 2020

Nov 13, 2020

BUY
$55.0 - $60.45 $104,225 - $114,552
1,895 New
1,895 $110,000

Others Institutions Holding AOA

About ISHARES TR CORE AGGRESSIVE ALL


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

Track Founders Financial Alliance, LLC Portfolio

Follow Founders Financial Alliance, 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 Founders Financial Alliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Alliance, LLC with notifications on news.