Philip James Wealth Mangement, LLC Ishares Tr Core Moderate Alloc Transaction History

Philip James Wealth Mangement, LLC

  • $774 Billion
  • Q4 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 5,588 shares of AOM stock, worth $243,525. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,588
Previous 5,469 2.18%
Holding current value
$243,525
Previous $247 Million 1.61%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 31, 2025
BUY
$43.44 - $45.05 $5,169 - $5,360
119 Added 2.18%
5,588 $243 Million
Q3 2024

Oct 31, 2024
BUY
$42.66 - $45.18 $2,986 - $3,162
70 Added 1.3%
5,469 $247 Million
Q2 2024

Jul 23, 2024
SELL
$41.17 - $43.25 $3,581 - $3,762
-87 Reduced 1.59%
5,399 $232 Million
Q1 2024

Apr 29, 2024
SELL
$40.86 - $42.78 $3,922 - $4,106
-96 Reduced 1.72%
5,486 $235 Million
Q4 2023

Jan 29, 2024
BUY
$37.83 - $41.78 $211,167 - $233,215
5,582 New
5,582 $232 Million

Others Institutions Holding AOM

# of Institutions
277
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 Philip James Wealth Mangement, LLC Portfolio

Follow Philip James Wealth Mangement, LLC 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 Philip James Wealth Mangement, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Philip James Wealth Mangement, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email