GI
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Gradient Investments’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Gradient Investments’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
2020
Q1 		– Sell
-140
Closed -$6K – 1084
2019
Q4 		$6K Sell
140
-30
-18% -$1.19K ﹤0.01% 780
2019
Q3 		$7K Buy
+170
New +$6.62K ﹤0.01% 729
2018
Q3 		– Sell
-390
Closed -$15K – 972
2018
Q2 		$15K Hold
390
– – ﹤0.01% 532
2018
Q1 		$15K Buy
+390
New +$14.9K ﹤0.01% 536
2015
Q2 		– Sell
-450
Closed -$16K – 627
2015
Q1 		$16K Buy
+450
New +$15.9K ﹤0.01% 339

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return