Concurrent Investment Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Concurrent Investment Advisors’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
2025 Q2	$563K	Buy
2025 Q1	–	Sell
2024 Q4	$245K	Buy
2024 Q3	$246K	Buy
2024 Q2	$207K	Buy