Steel Peak Wealth Management LLC Ishares Tr Core Moderate Alloc Transaction History
Steel Peak Wealth Management LLC
- $2.12 Billion
- Q2 2024
A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 17,289 shares of AOM stock, worth $781,117. This represents 0.03% of its overall portfolio holdings.
Number of Shares
17,289
Previous 16,909
2.25%
Holding current value
$781,117
Previous $723,000
2.77%
% of portfolio
0.03%
Previous 0.04%
Shares
17 transactions
Others Institutions Holding AOM
# of Institutions
254Shares Held
10.9MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$123 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC901KShares$40.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY373KShares$16.9 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6298KShares$13.5 Million0.0% of portfolio
-
Foundations Investment Advisors, LLC273KShares$12.3 Million0.3% of portfolio