Mosley Wealth Management Ishares Tr Core Moderate Alloc Transaction History
Mosley Wealth Management
- $161 Billion
- Q4 2024
A detailed history of Mosley Wealth Management transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Mosley Wealth Management holds 11,457 shares of AOM stock, worth $546,498. This represents 0.31% of its overall portfolio holdings.
Number of Shares
11,457
Previous 12,230
6.32%
Holding current value
$546,498
Previous $543 Million
7.02%
% of portfolio
0.31%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding AOM
# of Institutions
287Shares Held
11.8MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$130 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.09MShares$51.8 Million0.02% of portfolio
-
Foundations Investment Advisors, LLC508KShares$24.2 Million0.39% of portfolio
-
Morgan Stanley New York, NY365KShares$17.4 Million0.0% of portfolio
-
Weitzel Financial Services, Inc.289KShares$13.8 Million5.55% of portfolio