Landmark Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History

Landmark Wealth Management, LLC

$216 Million
Q1 2024

A detailed history of Landmark Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 3,764 shares of AOA stock, worth $283,805. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,764

Previous 4,462 15.64%

Holding current value

$283,805

Previous $308,000 10.06%

% of portfolio

0.13%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$67.75 - $73.5 $47,289 - $51,303	-698 Reduced 15.64%	3,764 $277,000
Q4 2023 Jan 22, 2024	BUY	$60.96 - $69.28 $18,531 - $21,061	304 Added 7.31%	4,462 $308,000
Q3 2023 Oct 13, 2023	BUY	$63.24 - $67.72 $262,951 - $281,579	4,158 New	4,158 $264,000
Q1 2023 Apr 17, 2023	SELL	$59.87 - $64.81 $36,161 - $39,145	-604 Reduced 12.36%	4,283 $272,000
Q4 2022 Jan 20, 2023	SELL	$57.35 - $62.69 $18,696 - $20,436	-326 Reduced 6.25%	4,887 $292,000

Q3 2022 Oct 24, 2022	BUY	$56.66 - $64.54 $295,368 - $336,447	5,213 New	5,213 $289,000
Q2 2022 Jul 21, 2022	SELL	$58.69 - $69.52 $309,941 - $367,135	-5,281 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	$65.0 - $73.15 $343,265 - $386,305	5,281 New	5,281 $364,000

Others Institutions Holding AOA

# of Institutions

319

Shares Held

8.07M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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Landmark Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History