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Authentikos Wealth Advisory’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Authentikos Wealth Advisory’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
Q4 		– Sell
-2
Closed -$78 – 87
2023
Q3 		$78 Buy
+2
New +$80 ﹤0.01% 632

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
KCPG
Kavar Capital Partners Group Leawood, Kansas $798M AUM 20.93% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Authentikos Wealth Advisory's AOM Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2023, closing a stake of 2 shares — an estimated $78 sold.

Authentikos Wealth Advisory first reported a position in AOM in Q3 2023 and held it in 1 quarter. The position peaked at $78 in Q3 2023. 253 funds tracked by Wall St. Rank hold AOM as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 2 iShares Core Moderate Allocation ETF shares in Q4 2023, an estimated $78.
  • Authentikos Wealth Advisory first reported a position in iShares Core Moderate Allocation ETF in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's iShares Core Moderate Allocation ETF position peaked at $78 in Q3 2023.
  • 253 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.