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Synergy Asset Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Synergy Asset Management’s Portfolio AOR Stock Details AOR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-619
Closed -$36.7K – 180
2024
Q4 		$36.7K Buy
+619
New +$36.7K ﹤0.01% 304