Centerline Wealth Advisors, LLC AOR Holdings History
Centerline Wealth Advisors, LLC's iShares Core 60/40 Balanced Allocation ETF Holding Summary
As of 2025-06-30, Centerline Wealth Advisors, LLC held 150,756.00 shares of iShares Core 60/40 Balanced Allocation ETF(AOR), totaling $9.28 Mil. This investment constitutes 4.55% of their stock portfolio, and Centerline Wealth Advisors, LLC now holds 0.36% of the outstanding iShares Core 60/40 Balanced Allocation ETF(AOR) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $58.39 for 102,210.00 shares. Based on historical transaction data and AOR's current price of $61.94, Centerline Wealth Advisors, LLC's estimated gain on his AOR holdings is $494,685.66, reflecting a 3.34% gain to date.
Centerline Wealth Advisors, LLC AOR ($61.94) Holding Chart
Centerline Wealth Advisors, LLC AOR ($61.94) 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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