RPSA
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Richard P. Slaughter Associates’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Richard P. Slaughter Associates’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
2023
Q2 		– Sell
-13,578
Closed -$541K – 127
2023
Q1 		$541K Sell
13,578
-5,143
-27% -$202K 0.18% 101
2022
Q4 		$712K Sell
18,721
-4,039
-18% -$153K 0.23% 98
2022
Q3 		$833K Buy
+22,760
New +$891K 0.35% 90

Other funds holding AOM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $265M AUM 13.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return