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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Avidian Wealth Enterprises's AOM Position: Q2 2023 in Review

Avidian Wealth Enterprises sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2023, closing a stake of 11,503 shares — an estimated $458K sold.

Avidian Wealth Enterprises first reported a position in AOM in Q2 2021 and held it in 8 quarters. The position peaked at $458K in Q1 2023. 218 funds tracked by Wall St. Rank hold AOM as of Q2 2023.

Avidian Wealth Enterprises reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2023 after selling out during the quarter.
Avidian Wealth Enterprises sold 11,503 iShares Core Moderate Allocation ETF shares in Q2 2023, an estimated $458K.
Avidian Wealth Enterprises first reported a position in iShares Core Moderate Allocation ETF in Q2 2021 and held it in 8 quarters.
Avidian Wealth Enterprises's iShares Core Moderate Allocation ETF position peaked at $458K in Q1 2023.
218 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2023, filed 3 Aug 2023.