JIM SAULNIER & ASSOCIATES, LLC AOA Holdings History
JIM SAULNIER & ASSOCIATES, LLC's iShares Core 80/20 Aggressive Allocation ETF Holding Summary
As of 2025-03-31, JIM SAULNIER & ASSOCIATES, LLC held 109,427.00 shares of iShares Core 80/20 Aggressive Allocation ETF(AOA), totaling $8.37 Mil. This investment constitutes 6.57% of their stock portfolio, and JIM SAULNIER & ASSOCIATES, LLC now holds 0.39% of the outstanding iShares Core 80/20 Aggressive Allocation ETF(AOA) stock.
The initial trade took place in 2024Q3. And since then JIM SAULNIER & ASSOCIATES, LLC has made 2 purchases of AOA, at an average price of $77.03, for a total of 109,427.00 shares. Based on historical transaction data and AOA's current price of $83.30, JIM SAULNIER & ASSOCIATES, LLC's estimated gain on his AOA holdings is $685,950.70, reflecting a 8.14% gain to date.
JIM SAULNIER & ASSOCIATES, LLC AOA ($83.30) Holding Chart
JIM SAULNIER & ASSOCIATES, LLC AOA ($83.30) 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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