AFS Financial Group, LLC AOR Holdings History
AFS Financial Group, LLC's iShares Core 60/40 Balanced Allocation ETF Holding Summary
As of 2024-09-30, AFS Financial Group, LLC held 3,851.00 shares of iShares Core 60/40 Balanced Allocation ETF(AOR), totaling $228,130.00. This investment constitutes 19.79% of their stock portfolio, and AFS Financial Group, LLC now holds 0.01% of the outstanding iShares Core 60/40 Balanced Allocation ETF(AOR) stock.
The initial trade took place in 2023Q2. And since then AFS Financial Group, LLC has made 2 purchases of AOR, at an average price of $50.29, for a total of 6,141.00 shares. In addition, there have been 2 sales at an average price of $50.93 for 2,290.00 shares. Based on historical transaction data and AOR's current price of $61.10, AFS Financial Group, LLC's estimated gain on his AOR holdings is $43,078.74, reflecting a 13.95% gain to date.
AFS Financial Group, LLC AOR ($61.10) Holding Chart
AFS Financial Group, LLC AOR ($61.10) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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