Weitzel Financial Services, Inc. AOR Holdings History
Weitzel Financial Services, Inc.'s iShares Core 60/40 Balanced Allocation ETF Holding Summary
As of 2025-03-31, Weitzel Financial Services, Inc. held - shares of iShares Core 60/40 Balanced Allocation ETF(AOR), totaling N/A. This investment constitutes 0% of their stock portfolio, and Weitzel Financial Services, Inc. now holds 0% of the outstanding iShares Core 60/40 Balanced Allocation ETF(AOR) stock.
The initial trade took place in 2023Q1. And since then Weitzel Financial Services, Inc. has made 8 purchases of AOR, at an average price of $53.53, for a total of 13,137.00 shares. In addition, there have been 1 sales at an average price of $58.21 for 13,137.00 shares. Based on historical transaction data and AOR's current price of $61.41, Weitzel Financial Services, Inc.'s estimated gain on his AOR holdings is $61,429.87, reflecting a 8.73% gain to date.
Weitzel Financial Services, Inc. AOR ($61.41) Holding Chart
Weitzel Financial Services, Inc. AOR ($61.41) 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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