Taylor Financial Group, Inc. AOM Holdings History
Taylor Financial Group, Inc.'s iShares Core 40/60 Moderate Allocation ETF Holding Summary
As of 2025-03-31, Taylor Financial Group, Inc. held 60,312.00 shares of iShares Core 40/60 Moderate Allocation ETF(AOM), totaling $2.65 Mil. This investment constitutes 1.84% of their stock portfolio, and Taylor Financial Group, Inc. now holds 0.18% of the outstanding iShares Core 40/60 Moderate Allocation ETF(AOM) stock.
The initial trade took place in 2023Q4. And since then Taylor Financial Group, Inc. has made 5 purchases of AOM, at an average price of $40.84, for a total of 60,312.00 shares. Based on historical transaction data and AOM's current price of $45.69, Taylor Financial Group, Inc.'s estimated gain on his AOM holdings is $292,694.11, reflecting a 11.88% gain to date.
Taylor Financial Group, Inc. AOM ($45.69) Holding Chart
Taylor Financial Group, Inc. 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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