Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024

BUY
$37.83 - $41.78 $5,485 - $6,058
145 Added 2.32%
6,399 $265,000
Q3 2023

Nov 01, 2023

BUY
$38.81 - $40.84 $8,499 - $8,943
219 Added 3.63%
6,254 $243,000
Q2 2023

Aug 01, 2023

BUY
$39.32 - $40.55 $17,536 - $18,085
446 Added 7.98%
6,035 $243,000
Q1 2023

May 04, 2023

BUY
$38.2 - $40.45 $213,499 - $226,075
5,589 New
5,589 $222,000

Others Institutions Holding AOM

About ISHARES TR CORE MODERATE ALLOC


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

Track Howard Wealth Management, LLC Portfolio

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

News

Stay updated on Howard Wealth Management, LLC with notifications on news.