EIGHT 31 FINANCIAL, LLC AOR Holdings History
EIGHT 31 FINANCIAL, LLC's iShares Core 60/40 Balanced Allocation ETF Holding Summary
As of 2025-03-31, EIGHT 31 FINANCIAL, LLC held 98,794.00 shares of iShares Core 60/40 Balanced Allocation ETF(AOR), totaling $5.69 Mil. This investment constitutes 3.64% of their stock portfolio, and EIGHT 31 FINANCIAL, LLC now holds 0.25% of the outstanding iShares Core 60/40 Balanced Allocation ETF(AOR) stock.
The initial trade took place in 2024Q1. And since then EIGHT 31 FINANCIAL, LLC has made 4 purchases of AOR, at an average price of $58.02, for a total of 99,265.00 shares. In addition, there have been 1 sales at an average price of $55.27 for 471.00 shares. Based on historical transaction data and AOR's current price of $61.33, EIGHT 31 FINANCIAL, LLC's estimated gain on his AOR holdings is $326,091.10, reflecting a 5.66% gain to date.
EIGHT 31 FINANCIAL, LLC AOR ($61.33) Holding Chart
EIGHT 31 FINANCIAL, LLC AOR ($61.33) 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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