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Live Oak Investment Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Live Oak Investment Partners’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
2024
Q4 		– Hold
0
– – – 93
2024
Q3 		– Hold
0
– – – 97
2024
Q2 		– Hold
0
– – – 93
2023
Q4 		– Hold
0
– – – 97
2023
Q3 		– Hold
0
– – – 99
2023
Q2 		– Hold
0
– – – 85
2023
Q1 		– Hold
0
– – – 86
2022
Q4 		– Hold
0
– – – 88

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Ameriprise
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WFS
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MFS
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