Octavia Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Octavia Wealth Advisors’s Portfolio AOM Stock Details AOM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$255K	Buy
2023 Q4	–	Sell
2023 Q3	$277K	Buy