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

Pacific Capital Wealth Advisors’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
– – – 399
2024
Q3 		– Hold
0
– – – 490
2024
Q2 		– Sell
-502
Closed -$21.3K – 540
2024
Q1 		$21.5K Hold
502
– – 0.01% 186
2023
Q4 		$20.8K Buy
+502
New +$19.9K 0.01% 190
2020
Q4 		– Sell
-1,850
Closed -$76K – 74
2020
Q3 		$76K Buy
+1,850
New +$75.8K 0.05% 92

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LPL Financial
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Raymond James Financial
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Ameriprise
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FIA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WFS
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HIP
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