TWMH
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Tiedemann Wealth Management Holdings’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-21,781
Closed -$767K 13
2016
Q4
$767K Hold
21,781
1.71% 12
2016
Q3
$786K Buy
+21,781
New +$786K 1.95% 7