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Life Planning Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Life Planning Partners’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-340
Closed -$23.5K – 71
2023
Q4 		$23.5K Buy
+340
New +$22.2K 0.02% 130
2022
Q3 		$51.9K Hold
936
– – 0.06% 88
2022
Q2 		$56K Hold
936
– – 0.06% 84
2022
Q1 		$64K Buy
936
+596
+175% +$41.2K 0.07% 79
2021
Q4 		$25K Buy
+340
New +$24.5K 0.03% 108

Other funds holding AOA

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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return