Pacific Capital Wealth Advisors, Inc Ishares Tr Core Moderate Alloc Transaction History

Pacific Capital Wealth Advisors, Inc

  • $598 Million
  • Q4 2024
Number of Shares
0
Previous 0 NaN%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$43.44 - $45.05 $0 - $0
0 New
0 $0
Q3 2024

Oct 15, 2024
BUY
$42.66 - $45.18 $0 - $0
0 New
0 $0
Q2 2024

Aug 06, 2024
SELL
$41.17 - $43.25 $20,667 - $21,711
-502 Closed
0 $0
Q4 2023

Feb 06, 2024
BUY
$37.83 - $41.78 $18,990 - $20,973
502 New
502 $20,000
Q4 2020

Feb 16, 2021
SELL
$40.42 - $43.32 $74,777 - $80,142
-1,850 Closed
0 $0
Q3 2020

Nov 16, 2020
BUY
$39.91 - $42.11 $73,833 - $77,903
1,850 New
1,850 $76,000

Others Institutions Holding AOM

# of Institutions
274
Shares Held
14.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE MODERATE ALLOC

AOM Quotes by TradingView
  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
Track This Portfolio

Track Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email