Fsa Wealth Management LLC Ishares Tr Core Moderate Alloc Transaction History

Fsa Wealth Management LLC

$250 Million
Q3 2024

A detailed history of Fsa Wealth Management LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Fsa Wealth Management LLC holds 470 shares of AOM stock, worth $20,797. This represents 0.01% of its overall portfolio holdings.

Number of Shares

470

Previous 466 0.86%

Holding current value

$20,797

Previous $19,000 10.53%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$42.66 - $45.18 $170 - $180	4 Added 0.86%	470 $21,000
Q1 2024 May 16, 2024	SELL	$40.86 - $42.78 $81 - $85	-2 Reduced 0.43%	466 $19,000
Q4 2023 Feb 14, 2024	BUY	$37.83 - $41.78 $17,704 - $19,553	468 New	468 $19,000
Q1 2021 May 17, 2021	SELL	$42.87 - $44.08 $49,000 - $50,383	-1,143 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$40.42 - $43.32 $46,200 - $49,514	1,143 New	1,143 $49,000
Q3 2020 Nov 13, 2020	SELL	$39.91 - $42.11 $39,510 - $41,688	-990 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$35.99 - $40.49 $19,218 - $21,621	-534 Reduced 35.04%	990 $39,000
Q1 2020 May 15, 2020	BUY	$34.02 - $40.94 $170 - $204	5 Added 0.33%	1,524 $56,000
Q4 2019 Feb 21, 2020	BUY	$38.71 - $40.3 $58,800 - $61,215	1,519 New	1,519 $61,000

Others Institutions Holding AOM

# of Institutions

250

Shares Held

11.3M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

More about AOM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fsa Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsa Wealth Management LLC with notifications on news.

Account

Fsa Wealth Management LLC Ishares Tr Core Moderate Alloc Transaction History