Plan Group Financial, LLC Ishares Tr Core Moderate Alloc Transaction History

Plan Group Financial, LLC

  • $152 Million
  • Q1 2024

A detailed history of Plan Group Financial, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Plan Group Financial, LLC holds 25,071 shares of AOM stock, worth $1.07 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
25,071
Previous 23,389 7.19%
Holding current value
$1.07 Million
Previous $970,000 10.52%
% of portfolio
0.71%
Previous 0.85%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
BUY
$40.86 - $42.78 $68,726 - $71,955
1,682 Added 7.19%
25,071 $1.07 Million
Q4 2023

Jan 29, 2024
SELL
$37.83 - $41.78 $45,849 - $50,637
-1,212 Reduced 4.93%
23,389 $970,000
Q3 2023

Nov 13, 2023
BUY
$38.81 - $40.84 $954,764 - $1 Million
24,601 New
24,601 $957,000

Others Institutions Holding AOM

# of Institutions
241
Shares Held
10.5M
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 Plan Group Financial, LLC Portfolio

Follow Plan Group Financial, 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 Plan Group Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plan Group Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email