National Wealth Management Group, LLC Ishares Tr Core Moderate Alloc Transaction History
National Wealth Management Group, LLC
- $131 Billion
- Q2 2024
A detailed history of National Wealth Management Group, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, National Wealth Management Group, LLC holds 9,694 shares of AOM stock, worth $431,673. This represents 0.32% of its overall portfolio holdings.
Number of Shares
9,694
Previous 14,485
33.08%
Holding current value
$431,673
Previous $620 Million
32.72%
% of portfolio
0.32%
Previous 0.48%
Shares
3 transactions
Others Institutions Holding AOM
# of Institutions
254Shares Held
10.9MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$121 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC901KShares$40.1 Million0.02% of portfolio
-
Morgan Stanley New York, NY373KShares$16.6 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6298KShares$13.3 Million0.0% of portfolio
-
Foundations Investment Advisors, LLC273KShares$12.2 Million0.3% of portfolio