United Capital Financial Advisers, LLC Ishares Tr Core Moderate Alloc Transaction History
United Capital Financial Advisers, LLC
- $19.9 Billion
- Q3 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 8,417 shares of AOM stock, worth $366,897. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,417
Previous 8,685
3.09%
Holding current value
$366,897
Previous $373,000
1.61%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding AOM
# of Institutions
251Shares Held
11.3MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$119 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC939KShares$40.9 Million0.02% of portfolio
-
Morgan Stanley New York, NY355KShares$15.5 Million0.0% of portfolio
-
Foundations Investment Advisors, LLC304KShares$13.3 Million0.31% of portfolio
-
Royal Bank Of Canada Toronto, A6291KShares$12.7 Million0.0% of portfolio