LMKC
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L.M. Kohn & Company’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

L.M. Kohn & Company’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 		– Sell
-3,445
Closed -$204K – 264
2024
Q3 		$204K Buy
+3,445
New +$198K 0.05% 266

Other funds holding AOR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

L.M. Kohn & Company's AOR Position: Q4 2024 in Review

L.M. Kohn & Company sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2024, closing a stake of 3,445 shares — an estimated $204K sold.

L.M. Kohn & Company first reported a position in AOR in Q3 2024 and held it in 1 quarter. The position peaked at $204K in Q3 2024. 357 funds tracked by Wall St. Rank hold AOR as of Q4 2024.

  • L.M. Kohn & Company reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • L.M. Kohn & Company sold 3,445 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2024, an estimated $204K.
  • L.M. Kohn & Company first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2024 and held it in 1 quarter.
  • L.M. Kohn & Company's iShares Core 60/40 Balanced Allocation ETF position peaked at $204K in Q3 2024.
  • 357 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2024.

Based on L.M. Kohn & Company's 13F filing for Q4 2024, filed 30 Jan 2025.