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Synergy Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Synergy Asset Management’s Portfolio AOM Stock Details AOM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5,814
Closed -$251K – 91
2020
Q4 		$251K Buy
+5,814
New +$251K 0.08% 67