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Landmark Wealth Management (New York)’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Landmark Wealth Management (New York)’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
2022
Q2 		– Sell
-1,164
Closed -$1.16K – 50
2022
Q1 		$1.16K Buy
+1,164
New +$50.7K ﹤0.01% 97

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Landmark Wealth Management (New York)'s AOM Position: Q2 2022 in Review

Landmark Wealth Management (New York) sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2022, closing a stake of 1,164 shares — an estimated $1.16K sold.

Landmark Wealth Management (New York) first reported a position in AOM in Q1 2022 and held it in 1 quarter. The position peaked at $1.16K in Q1 2022. 229 funds tracked by Wall St. Rank hold AOM as of Q2 2022.

  • Landmark Wealth Management (New York) reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • Landmark Wealth Management (New York) sold 1,164 iShares Core Moderate Allocation ETF shares in Q2 2022, an estimated $1.16K.
  • Landmark Wealth Management (New York) first reported a position in iShares Core Moderate Allocation ETF in Q1 2022 and held it in 1 quarter.
  • Landmark Wealth Management (New York)'s iShares Core Moderate Allocation ETF position peaked at $1.16K in Q1 2022.
  • 229 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2022.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2022, filed 21 Jul 2022.