LFS ASSET MANAGEMENT AOM Holdings History
Number of Shares
128,460.00
Current Holdings Value*
$4.70 Mil
% of Portfolio
4.75%
Total Estimate Gain
$724,202.05
% of Total Estimate Gain
14.08%
LFS ASSET MANAGEMENT's iShares Core 40/60 Moderate Allocation ETF Holding Summary
As of 2022-09-30, LFS ASSET MANAGEMENT held 128,460.00 shares of iShares Core 40/60 Moderate Allocation ETF(AOM), totaling $4.70 Mil. This investment constitutes 4.75% of their stock portfolio, and LFS ASSET MANAGEMENT now holds 0.33% of the outstanding iShares Core 40/60 Moderate Allocation ETF(AOM) stock.
The initial trade took place in 2022Q2. And since then LFS ASSET MANAGEMENT has made 1 purchases of AOM, at an average price of $40.05, for a total of 128,460.00 shares. Based on historical transaction data and AOM's current price of $45.69, LFS ASSET MANAGEMENT's estimated gain on his AOM holdings is $724,202.05, reflecting a 14.08% gain to date.
LFS ASSET MANAGEMENT AOM ($45.69) Holding Chart
LFS ASSET MANAGEMENT AOM ($45.69) 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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