Worth Financial Advisory Group, LLC Ishares Tr Core Moderate Alloc Transaction History
Worth Financial Advisory Group, LLC
- $170 Billion
- Q3 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 6,656 shares of AOM stock, worth $290,135. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,656
Previous 4,927
35.09%
Holding current value
$290,135
Previous $212 Million
41.69%
% of portfolio
0.18%
Previous 0.14%
Shares
4 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