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Brandywine Oak Private Wealth’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Brandywine Oak Private Wealth’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,380
Closed -$233K – 317
2022
Q1 		$233K Buy
3,380
+284
+9% +$19.6K 0.03% 314
2021
Q4 		$225K Sell
3,096
-657
-18% -$47.4K 0.02% 321
2021
Q3 		$261K Buy
3,753
+288
+8% +$20.5K 0.03% 281
2021
Q2 		$244K Sell
3,465
-460
-12% -$32K 0.03% 293
2021
Q1 		$262K Sell
3,925
-616
-14% -$40.7K 0.04% 234
2020
Q4 		$291K Buy
4,541
+15
+0.3% +$917 0.04% 200
2020
Q3 		$262K Buy
4,526
+4
+0.1% +$231 0.04% 203
2020
Q2 		$248K Buy
+4,522
New +$235K 0.04% 202
2019
Q1 		– Sell
-510
Closed -$24K – 236
2018
Q4 		$24K Buy
+510
New +$26.1K 0.01% 431

Other funds holding AOA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return