A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 28,505 shares of AOM stock, worth $1.26 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
28,505
Previous 27,619 3.21%
Holding current value
$1.26 Million
Previous $1.25 Billion 0.61%
% of portfolio
1.07%
Previous 1.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

BUY
$43.44 - $45.05 $38,487 - $39,914
886 Added 3.21%
28,505 $1.24 Billion
Q3 2024

Nov 12, 2024

BUY
$42.66 - $45.18 $1.18 Million - $1.25 Million
27,619 New
27,619 $1.25 Billion

Others Institutions Holding AOM

About ISHARES TR CORE MODERATE ALLOC


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

Track Jim Saulnier & Associates, LLC Portfolio

Follow Jim Saulnier & Associates, 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 Jim Saulnier & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jim Saulnier & Associates, LLC with notifications on news.