Wealth Forward, LLC AOA Holdings History
Wealth Forward, LLC's iShares Core 80/20 Aggressive Allocation ETF Holding Summary
As of 2025-03-31, Wealth Forward, LLC held 29,399.00 shares of iShares Core 80/20 Aggressive Allocation ETF(AOA), totaling $2.25 Mil. This investment constitutes 1.6% of their stock portfolio, and Wealth Forward, LLC now holds 0.1% of the outstanding iShares Core 80/20 Aggressive Allocation ETF(AOA) stock.
The initial trade took place in 2023Q4. And since then Wealth Forward, LLC has made 5 purchases of AOA, at an average price of $68.92, for a total of 29,399.00 shares. Based on historical transaction data and AOA's current price of $83.30, Wealth Forward, LLC's estimated gain on his AOA holdings is $422,740.97, reflecting a 20.86% gain to date.
Wealth Forward, LLC AOA ($83.30) Holding Chart
Wealth Forward, LLC AOA ($83.30) 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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