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

BridgePort Financial Solutions’s Portfolio AOM Stock Details AOM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$514K Buy
11,158
+158
+1% +$7.27K 0.17% 106
2025
Q1 		$483K Buy
11,000
+51
+0.5% +$2.24K 0.22% 95
2024
Q4 		$485K Buy
+10,949
New +$485K 0.22% 94