Wealth Enhancement Advisory Services, LLC Ishares Tr Core Moderate Alloc Transaction History

Wealth Enhancement Advisory Services, LLC

$46.2 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 92,374 shares of AOM stock, worth $4.08 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

92,374

Previous 92,376 0.0%

Holding current value

$4.08 Million

Previous $4.17 Million 3.72%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 10, 2025	SELL	$43.44 - $45.05 $86 - $90	-2 Reduced -0.0%	92,374 $4.01 Million
Q3 2024 Oct 23, 2024	BUY	$42.66 - $45.18 $12,584 - $13,328	295 Added 0.32%	92,376 $4.17 Million
Q2 2024 Jul 16, 2024	SELL	$41.17 - $43.25 $61,219 - $64,312	-1,487 Reduced 1.59%	92,081 $3.96 Million
Q1 2024 Apr 15, 2024	SELL	$40.86 - $42.78 $351,314 - $367,822	-8,598 Reduced 8.42%	93,568 $4 Million
Q4 2023 Jan 30, 2024	SELL	$37.83 - $41.78 $300,294 - $331,649	-7,938 Reduced 7.21%	102,166 $4.24 Million
Q3 2023 Nov 13, 2023	BUY	$38.81 - $40.84 $4.27 Million - $4.5 Million	110,104 New	110,104 $4.29 Million

Others Institutions Holding AOM

# of Institutions

277

Shares Held

14.1M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Wealth Enhancement Advisory Services, LLC Ishares Tr Core Moderate Alloc Transaction History