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

Wealth Enhancement Advisory Services, LLC

$49.5 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 120,474 shares of AOM stock, worth $5.32 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

120,474

Previous 92,374 30.42%

Holding current value

$5.32 Million

Previous $4.01 Million 30.43%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$43.44 - $45.05 $1.22 Million - $1.27 Million	28,100 Added 30.42%	120,474 $5.23 Million
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

14.2M

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