EWM
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Executive Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Executive Wealth Management’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$606K Hold
2024
Q3 		$626K Buy