KAVAR CAPITAL PARTNERS GROUP, LLC AOM Holdings History
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 $46.06, KAVAR CAPITAL PARTNERS GROUP, LLC's estimated gain on his AOM holdings is $1.23 Mil, reflecting a 3.55% gain to date.
KAVAR CAPITAL PARTNERS GROUP, LLC AOM ($46.06) Holding Chart
KAVAR CAPITAL PARTNERS GROUP, LLC AOM ($46.06) 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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