AF
AOM icon

Affiance Financial’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Affiance Financial’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,971
Closed -$74.9K – 114
2022
Q4 		$74.9K Hold
1,971
– – 0.03% 144
2022
Q3 		$72K Buy
+1,971
New +$77.2K 0.04% 91
2022
Q1 		– Sell
-1,175
Closed -$53K – 136
2021
Q4 		$53K Hold
1,175
– – 0.02% 124
2021
Q3 		$53K Buy
1,175
+133
+13% +$6.03K 0.02% 129
2021
Q2 		$47K Buy
1,042
+337
+48% +$15K 0.02% 133
2021
Q1 		$31K Hold
705
– – 0.01% 134
2020
Q4 		$30K Hold
705
– – 0.02% 120
2020
Q3 		$29K Buy
+705
New +$28.9K 0.02% 119

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return