AWE
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Avidian Wealth Enterprises’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Avidian Wealth Enterprises’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
Q2 		– Sell
-11,503
Closed -$458K – 415
2023
Q1 		$458K Buy
11,503
+1,142
+11% +$44.9K 0.03% 307
2022
Q4 		$394K Sell
10,361
-200
-2% -$7.58K 0.03% 309
2022
Q3 		$387K Buy
10,561
+945
+10% +$37K 0.03% 272
2022
Q2 		$375K Sell
9,616
-123
-1% -$4.97K 0.03% 311
2022
Q1 		$418K Buy
9,739
+1,700
+21% +$74K 0.03% 333
2021
Q4 		$366K Buy
8,039
+278
+4% +$12.6K 0.02% 365
2021
Q3 		$347K Buy
7,761
+3,063
+65% +$139K 0.03% 277
2021
Q2 		$212K Buy
+4,698
New +$209K 0.02% 360

Other funds holding AOM

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