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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$606K Hold
10,572
– – 0.05% 153
2024
Q3 		$626K Buy
+10,572
New +$626K 0.05% 153