Prentice Wealth Management LLC AOR Holdings History
Prentice Wealth Management LLC's iShares Core 60/40 Balanced Allocation ETF Holding Summary
As of 2025-03-31, Prentice Wealth Management LLC held 26,330.00 shares of iShares Core 60/40 Balanced Allocation ETF(AOR), totaling $1.52 Mil. This investment constitutes 0.44% of their stock portfolio, and Prentice Wealth Management LLC now holds 0.07% of the outstanding iShares Core 60/40 Balanced Allocation ETF(AOR) stock.
The initial trade took place in 2021Q1. And since then Prentice Wealth Management LLC has made 2 purchases of AOR, at an average price of $58.15, for a total of 26,707.00 shares. In addition, there have been 2 sales at an average price of $55.60 for 377.00 shares. Based on historical transaction data and AOR's current price of $61.93, Prentice Wealth Management LLC's estimated gain on his AOR holdings is $98,437.99, reflecting a 6.34% gain to date.
Prentice Wealth Management LLC AOR ($61.93) Holding Chart
Prentice Wealth Management LLC AOR ($61.93) 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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