Milestone Asset Management, LLC Ishares Tr Core Moderate Alloc Transaction History
Milestone Asset Management, LLC
- $473 Billion
- Q2 2025
A detailed history of Milestone Asset Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Milestone Asset Management, LLC holds 34,039 shares of AOM stock, worth $1.58 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
34,039
Previous 34,243
0.6%
Holding current value
$1.58 Million
Previous $1.5 Billion
4.3%
% of portfolio
0.33%
Previous 0.32%
Shares
11 transactions
Others Institutions Holding AOM
# of Institutions
284Shares Held
12MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$126 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC995KShares$46.1 Million0.02% of portfolio
-
Morgan Stanley New York, NY566KShares$26.2 Million0.0% of portfolio
-
Foundations Investment Advisors, LLC503KShares$23.3 Million0.39% of portfolio
-
Weitzel Financial Services, Inc.280KShares$13 Million5.77% of portfolio