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Triad Wealth Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Triad Wealth Partners’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-112
Closed -$4.82K – 90
2024
Q2 		$4.82K Buy
+112
New +$4.82K ﹤0.01% 579