Milestone Asset Management, LLC Ishares Tr Core Moderate Alloc Transaction History
Milestone Asset Management, LLC
- $470 Billion
- Q1 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 34,243 shares of AOM stock, worth $1.53 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
34,243
Previous 20,125
70.15%
Holding current value
$1.53 Million
Previous $874 Million
71.87%
% of portfolio
0.32%
Previous 0.19%
Shares
10 transactions
Others Institutions Holding AOM
# of Institutions
283Shares Held
11.7MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$122 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC995KShares$44.6 Million0.02% of portfolio
-
Morgan Stanley New York, NY566KShares$25.4 Million0.0% of portfolio
-
Foundations Investment Advisors, LLC427KShares$19.1 Million0.37% of portfolio
-
Weitzel Financial Services, Inc.280KShares$12.5 Million5.77% of portfolio