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Triad Wealth Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Triad Wealth Partners’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5
Closed -$374 – 87
2024
Q2 		$374 Buy
+5
New +$374 ﹤0.01% 923