MPS Loria Financial Planners, LLC AOM Holdings History
MPS Loria Financial Planners, LLC's iShares Core 40/60 Moderate Allocation ETF Holding Summary
As of 2025-03-31, MPS Loria Financial Planners, LLC held 8,026.00 shares of iShares Core 40/60 Moderate Allocation ETF(AOM), totaling $352,190.00. This investment constitutes 0.1% of their stock portfolio, and MPS Loria Financial Planners, LLC now holds 0.02% of the outstanding iShares Core 40/60 Moderate Allocation ETF(AOM) stock.
The initial trade took place in 2025Q1. And since then MPS Loria Financial Planners, LLC has made 1 purchases of AOM, at an average price of $44.01, for a total of 8,026.00 shares. Based on historical transaction data and AOM's current price of $45.81, MPS Loria Financial Planners, LLC's estimated gain on his AOM holdings is $14,446.80, reflecting a 4.09% gain to date.
MPS Loria Financial Planners, LLC AOM ($45.81) Holding Chart
MPS Loria Financial Planners, LLC AOM ($45.81) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
