ODG
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O'Dell Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

O'Dell Group’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
-592
Closed -$40.9K – 111
2023
Q4 		$40.9K Buy
+592
New +$38.6K 0.01% 225
2023
Q3 		– Sell
-589
Closed -$39.1K – 100
2023
Q2 		$39.1K Buy
+589
New +$37.9K 0.01% 216
2022
Q4 		– Sell
-582
Closed -$32K – 93
2022
Q3 		$32K Buy
582
+5
+0.9% +$304 0.01% 180
2022
Q2 		$35K Buy
577
+1
+0.2% +$64 0.01% 181
2022
Q1 		$40K Hold
576
– – 0.01% 196
2021
Q4 		$42K Buy
576
+6
+1% +$432 0.01% 184
2021
Q3 		$40K Buy
+570
New +$40.6K 0.01% 174

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
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