JIM SAULNIER & ASSOCIATES, LLC AOR Holdings History
JIM SAULNIER & ASSOCIATES, LLC's iShares Core 60/40 Balanced Allocation ETF Holding Summary
As of 2025-03-31, JIM SAULNIER & ASSOCIATES, LLC held 245,927.00 shares of iShares Core 60/40 Balanced Allocation ETF(AOR), totaling $14.16 Mil. This investment constitutes 11.11% of their stock portfolio, and JIM SAULNIER & ASSOCIATES, LLC now holds 0.62% of the outstanding iShares Core 60/40 Balanced Allocation ETF(AOR) stock.
The initial trade took place in 2024Q3. And since then JIM SAULNIER & ASSOCIATES, LLC has made 2 purchases of AOR, at an average price of $57.58, for a total of 245,927.00 shares. Based on historical transaction data and AOR's current price of $61.32, JIM SAULNIER & ASSOCIATES, LLC's estimated gain on his AOR holdings is $919,563.21, reflecting a 6.49% gain to date.
JIM SAULNIER & ASSOCIATES, LLC AOR ($61.32) Holding Chart
JIM SAULNIER & ASSOCIATES, 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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