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Planning Capital Management Corporation’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Planning Capital Management Corporation’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$7.54K Buy
127
+1
+0.8% +$57 0.01% 474
2024
Q2 		$7.12K Hold
126
– – 0.01% 436
2024
Q1 		$7.01K Sell
126
-31
-20% -$1.67K 0.01% 453
2023
Q4 		$8.33K Buy
+157
New +$7.93K 0.01% 432

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Planning Capital Management Corporation's AOR Position: Q3 2024 in Review

Planning Capital Management Corporation increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.79% in Q3 2024, buying an estimated $57 and bringing the position to 127 shares worth $7.54K. The position accounts for 0.01% of the portfolio, ranked #474.

Planning Capital Management Corporation first reported a position in AOR in Q4 2023 and has held it in 4 quarters since. The position peaked at $8.33K in Q4 2023. 341 funds tracked by Wall St. Rank hold AOR as of Q3 2024.

  • Planning Capital Management Corporation held 127 shares of iShares Core 60/40 Balanced Allocation ETF worth $7.54K as of Q3 2024.
  • Planning Capital Management Corporation bought 1 iShares Core 60/40 Balanced Allocation ETF share in Q3 2024, an estimated $57.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #474 holding.
  • Planning Capital Management Corporation first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's iShares Core 60/40 Balanced Allocation ETF position peaked at $8.33K in Q4 2023.
  • 341 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.