Westmount Partners, LLC Ishares Tr Core Moderate Alloc Transaction History

Westmount Partners, LLC

$328 Billion
Q1 2025

A detailed history of Westmount Partners, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Westmount Partners, LLC holds 4,788 shares of AOM stock, worth $210,097. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,788

Holding current value

$210,097

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 01, 2025	BUY	$42.93 - $44.71 $205,548 - $214,071	4,788 New	4,788 $210 Million

Others Institutions Holding AOM

# of Institutions

279

Shares Held

14M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

2.73M
Shares

$120 Million
0.0% of portfolio
Morgan Stanley New York, NY

1.1M
Shares

$48.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

995K
Shares

$43.7 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

969K
Shares

$42.5 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

735K
Shares

$32.3 Million
0.01% of portfolio

View Full List

About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
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Westmount Partners, LLC Ishares Tr Core Moderate Alloc Transaction History