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Lebenthal Global Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Lebenthal Global Advisors’s Portfolio AOM Stock Details AOM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-7,100
Closed -$319K – 132
2021
Q2 		$319K Sell
7,100
-200
-3% -$8.99K 0.17% 112
2021
Q1 		$317K Buy
7,300
+640
+10% +$27.8K 0.19% 90
2020
Q4 		$287K Buy
+6,660
New +$287K 0.2% 64