Fidato Wealth LLC AOR Holdings History
Fidato Wealth LLC's iShares Core 60/40 Balanced Allocation ETF Holding Summary
As of 2025-03-31, Fidato Wealth LLC held 12,514.00 shares of iShares Core 60/40 Balanced Allocation ETF(AOR), totaling $720,450.00. This investment constitutes 0.55% of their stock portfolio, and Fidato Wealth LLC now holds 0.03% of the outstanding iShares Core 60/40 Balanced Allocation ETF(AOR) stock.
The initial trade took place in 2022Q4. And since then Fidato Wealth LLC has made 5 purchases of AOR, at an average price of $50.00, for a total of 13,958.00 shares. In addition, there have been 2 sales at an average price of $58.37 for 1,444.00 shares. Based on historical transaction data and AOR's current price of $61.32, Fidato Wealth LLC's estimated gain on his AOR holdings is $153,725.62, reflecting a 22.03% gain to date.
Fidato Wealth LLC AOR ($61.32) Holding Chart
Fidato Wealth LLC AOR ($61.32) 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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