Fort Henry Capital, LLC AOA Holdings History
Fort Henry Capital, LLC's iShares Core 80/20 Aggressive Allocation ETF Holding Summary
As of 2025-06-30, Fort Henry Capital, LLC held 44,925.00 shares of iShares Core 80/20 Aggressive Allocation ETF(AOA), totaling $3.75 Mil. This investment constitutes 2.52% of their stock portfolio, and Fort Henry Capital, LLC now holds 0.15% of the outstanding iShares Core 80/20 Aggressive Allocation ETF(AOA) stock.
The initial trade took place in 2020Q4. And since then Fort Henry Capital, LLC has made 8 purchases of AOA, at an average price of $61.66, for a total of 67,313.00 shares. In addition, there have been 10 sales at an average price of $67.73 for 22,388.00 shares. Based on historical transaction data and AOA's current price of $83.78, Fort Henry Capital, LLC's estimated gain on his AOA holdings is $1.13 Mil, reflecting a 27.21% gain to date.
Fort Henry Capital, LLC AOA ($83.78) Holding Chart
Fort Henry Capital, LLC AOA ($83.78) 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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