Number of Shares
267,607.00
Current Holdings Value*
$12.32 Mil
% of Portfolio
1.77%
Total Estimate Gain
$1.17 Mil
% of Total Estimate Gain
3.40%

KAVAR CAPITAL PARTNERS GROUP, LLC's iShares Core 40/60 Moderate Allocation ETF Holding Summary

As of 2025-06-30, KAVAR CAPITAL PARTNERS GROUP, LLC held 267,607.00 shares of iShares Core 40/60 Moderate Allocation ETF(AOM), totaling $12.32 Mil. This investment constitutes 1.77% of their stock portfolio, and KAVAR CAPITAL PARTNERS GROUP, LLC now holds 0.8% of the outstanding iShares Core 40/60 Moderate Allocation ETF(AOM) stock.

The initial trade took place in 2023Q4. And since then KAVAR CAPITAL PARTNERS GROUP, LLC has made 3 purchases of AOM, at an average price of $42.53, for a total of 811,211.00 shares. In addition, there have been 2 sales at an average price of $43.05 for 543,604.00 shares. Based on historical transaction data and AOM's current price of $45.87, KAVAR CAPITAL PARTNERS GROUP, LLC's estimated gain on his AOM holdings is $1.17 Mil, reflecting a 3.40% gain to date.

KAVAR CAPITAL PARTNERS GROUP, LLC AOM ($45.87) Holding Chart

KAVAR CAPITAL PARTNERS GROUP, LLC AOM ($45.87) 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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