Planning Solutions Group LLC AOM Holdings History
Planning Solutions Group LLC's iShares Core 40/60 Moderate Allocation ETF Holding Summary
As of 2019-06-30, Planning Solutions Group LLC held 168,077.00 shares of iShares Core 40/60 Moderate Allocation ETF(AOM), totaling $6.56 Mil. This investment constitutes 3.49% of their stock portfolio, and Planning Solutions Group LLC now holds 0.42% of the outstanding iShares Core 40/60 Moderate Allocation ETF(AOM) stock.
The initial trade took place in 2018Q4. In addition, there have been 2 sales at an average price of $37.37 for 17,754.00 shares. Based on historical transaction data and AOM's current price of $45.77, Planning Solutions Group LLC's estimated gain on his AOM holdings is $1.59 Mil, reflecting a 23.43% gain to date.
Planning Solutions Group LLC AOM ($45.77) Holding Chart
Planning Solutions Group LLC AOM ($45.77) 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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