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iShares Core 40/60 Moderate Allocation ETF (AOM)
Market Closed
17 Jul, 20:00
ARCA
All
(3)
DE
(2)
US
(1)
ARCA
Primary
XSTU
XBER
$
49.
12
-0.16
-0.3247%
$
1.78B
Market Cap
1.35%
Div Yield
109,700
Volume
$
49.28
Previous Close
Investors:
JD
LJB
YA
+76
Watching
Watch
Add Transaction
Day Range
49.03
49.21
Year Range
45.53
50.1
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Overview
Dividends
News
Historical Data
Investors
iShares Core 40/60 Moderate Allocation ETF Investors
Name
Quantity
Cost
Value
Profit ($)
Gain (%)
DWM
Diversify Wealth Management LLC
DIVERSIFY WEALTH MANAGEMENT, LLC
5,359
$260,177
$263,234.08
$3,057.08
1.18%
Andrew Bowers
BridgePort Financial Solutions, LLC
11,920
$531,955.26
$585,510.4
$53,555.14
10.07%
Chad Warrick
Summit Wealth Partners, LLC
12,078
$515,169.16
$593,271.36
$78,102.2
15.16%
Jackie Berry
Hershey Financial Advisers, LLC
79,809
$3.78M
$3.92M
$139,666.08
3.69%
JSA
Jim Saulnier & Associates LLC
Jim Saulnier & Associates LLC
56,738
$2.63M
$2.79M
$156,933.01
5.97%
Comprehensive Financial Planning Inc./PA
Comprehensive Financial Planning Inc./PA
1,206
$52,520.91
$59,238.72
$6,717.81
12.79%
Westmount Partners LLC
Westmount Partners LLC
8,074
$368,578.53
$396,594.88
$28,016.35
7.6%
PW
Potentia Wealth
Potentia Wealth
13,835
$657,537.29
$679,575.2
$22,037.91
3.35%
Siligmueller & Norvid Wealth Advisors LLC
Siligmueller & Norvid Wealth Advisors LLC
10,255
$487,938
$503,725.6
$15,787.6
3.24%
CB
Chris Benson
L.K. Benson & Company P.C.
10,365
$490,990
$509,128.8
$18,138.8
3.69%
CS
Corrie Scoby
Coordinated Financial Services Inc.
4,918
$234,642.79
$241,572.16
$6,929.37
2.95%
WBC
William Bradley Clayton
Sagespring Wealth Partners LLC
6,797
$296,256.49
$333,868.64
$37,612.15
12.7%
RFL
Rossby Financial LLC
Rossby Financial LLC
1,236
$53,964
$60,712.32
$6,748.32
12.51%
Columbia River Financial Group LLC
Columbia River Financial Group LLC
4,549
$215,486.13
$223,446.88
$7,960.75
3.69%
Ameriflex Group Inc.
Ameriflex Group Inc.
83
$3,932
$4,076.96
$144.96
3.69%
PAY
Phil A. Younker & Associates Ltd.
Phil A. Younker & Associates Ltd.
7,609
$360,438
$373,754.08
$13,316.08
3.69%
SSA
SSA Swiss Advisors AG
SSA Swiss Advisors AG
4,003
$175,611.62
$196,627.36
$21,015.74
11.97%
HFM Investment Advisors LLC
HFM Investment Advisors LLC
1,631
$71,708.8
$80,114.72
$8,405.92
11.72%
Aventus Investment Advisors Inc.
Aventus Investment Advisors Inc.
1
$47
$49.12
$2.12
4.51%
Manske Wealth Management
Manske Wealth Management
42,011
$1.83M
$2.06M
$238,115.49
13.04%
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