Fort Henry Capital, LLC AOR Holdings History
Fort Henry Capital, LLC's iShares Core 60/40 Balanced Allocation ETF Holding Summary
As of 2025-06-30, Fort Henry Capital, LLC held 57,258.00 shares of iShares Core 60/40 Balanced Allocation ETF(AOR), totaling $3.53 Mil. This investment constitutes 2.37% of their stock portfolio, and Fort Henry Capital, LLC now holds 0.14% of the outstanding iShares Core 60/40 Balanced Allocation ETF(AOR) stock.
The initial trade took place in 2020Q4. And since then Fort Henry Capital, LLC has made 9 purchases of AOR, at an average price of $50.68, for a total of 90,194.00 shares. In addition, there have been 9 sales at an average price of $54.43 for 32,936.00 shares. Based on historical transaction data and AOR's current price of $61.67, Fort Henry Capital, LLC's estimated gain on his AOR holdings is $752,502.59, reflecting a 16.46% gain to date.
Fort Henry Capital, LLC AOR ($61.67) Holding Chart
Fort Henry Capital, LLC AOR ($61.67) 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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