Caldwell Trust’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Caldwell Trust’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-154
2024 Q3	$6.95K	Hold	154
2024 Q2	$6.62K	Buy	+154