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Marcum Wealth’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Marcum Wealth’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-9,940
Closed -$469K – 404
2022
Q4 		$469K Buy
+9,940
New +$469K 0.06% 178