PFA
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Professional Financial Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Professional Financial 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
2022
Q4 		– Sell
-3,463
Closed -$127K – 96
2022
Q3 		$127K Buy
3,463
+133
+4% +$5.21K 0.08% 89
2022
Q2 		$130K Sell
3,330
-2
-0.1% -$81 0.07% 94
2022
Q1 		$143K Sell
3,332
-18
-0.5% -$784 0.06% 89
2021
Q4 		$152K Buy
3,350
+26
+0.8% +$1.18K 0.07% 111
2021
Q3 		$149K Sell
3,324
-87
-3% -$3.95K 0.09% 94
2021
Q2 		$154K Buy
3,411
+8
+0.2% +$356 0.08% 98
2021
Q1 		$148K Buy
3,403
+601
+21% +$26.2K 0.09% 93
2020
Q4 		$121K Buy
2,802
+884
+46% +$37.2K 0.1% 91
2020
Q3 		$78K Buy
+1,918
New +$78.6K 0.07% 105

Other funds holding AOM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return