Root Financial Partners, LLC Ishares Tr Core Moderate Alloc Transaction History
Root Financial Partners, LLC
- $1.62 Trillion
- Q3 2025
A detailed history of Root Financial Partners, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Root Financial Partners, LLC holds 2,925 shares of AOM stock, worth $139,522. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,925Holding current value
$139,522% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding AOM
# of Institutions
289Shares 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
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Foundations Investment Advisors, LLC508KShares$24.2 Million0.39% of portfolio
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Morgan Stanley New York, NY365KShares$17.4 Million0.0% of portfolio
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Weitzel Financial Services, Inc.289KShares$13.8 Million5.55% of portfolio