Wealth Forward, LLC AOR Holdings History
Wealth Forward, LLC's iShares Core 60/40 Balanced Allocation ETF Holding Summary
As of 2025-03-31, Wealth Forward, LLC held 107,110.00 shares of iShares Core 60/40 Balanced Allocation ETF(AOR), totaling $6.17 Mil. This investment constitutes 4.39% of their stock portfolio, and Wealth Forward, LLC now holds 0.27% of the outstanding iShares Core 60/40 Balanced Allocation ETF(AOR) stock.
The initial trade took place in 2023Q4. And since then Wealth Forward, LLC has made 4 purchases of AOR, at an average price of $50.94, for a total of 109,775.00 shares. In addition, there have been 1 sales at an average price of $55.27 for 2,665.00 shares. Based on historical transaction data and AOR's current price of $61.50, Wealth Forward, LLC's estimated gain on his AOR holdings is $1.14 Mil, reflecting a 20.44% gain to date.
Wealth Forward, LLC AOR ($61.50) Holding Chart
Wealth Forward, LLC AOR ($61.50) 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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