Life Plan Financial, LLC Ishares Tr Core Moderate Alloc Transaction History
Life Plan Financial, LLC
- $117 Billion
- Q3 2024
A detailed history of Life Plan Financial, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Life Plan Financial, LLC holds 36,835 shares of AOM stock, worth $1.62 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
36,835
Previous 37,973
3.0%
Holding current value
$1.62 Million
Previous $1.63 Billion
1.74%
% of portfolio
1.43%
Previous 1.5%
Shares
4 transactions
Others Institutions Holding AOM
# of Institutions
250Shares Held
11.3MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$120 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC939KShares$41.4 Million0.02% of portfolio
-
Morgan Stanley New York, NY355KShares$15.6 Million0.0% of portfolio
-
Foundations Investment Advisors, LLC304KShares$13.4 Million0.31% of portfolio
-
Royal Bank Of Canada Toronto, A6291KShares$12.8 Million0.0% of portfolio