Weitzel Financial Services, Inc. AOM Holdings History
Weitzel Financial Services, Inc.'s iShares Core 40/60 Moderate Allocation ETF Holding Summary
As of 2025-03-31, Weitzel Financial Services, Inc. held 280,083.00 shares of iShares Core 40/60 Moderate Allocation ETF(AOM), totaling $12.11 Mil. This investment constitutes 5.78% of their stock portfolio, and Weitzel Financial Services, Inc. now holds 0.83% of the outstanding iShares Core 40/60 Moderate Allocation ETF(AOM) stock.
The initial trade took place in 2020Q4. And since then Weitzel Financial Services, Inc. has made 16 purchases of AOM, at an average price of $43.91, for a total of 2.22 Mil shares. In addition, there have been 1 sales at an average price of $45.35 for 1.94 Mil shares. Based on historical transaction data and AOM's current price of $45.76, Weitzel Financial Services, Inc.'s estimated gain on his AOM holdings is $3.33 Mil, reflecting a 3.41% gain to date.
Weitzel Financial Services, Inc. AOM ($45.76) Holding Chart
Weitzel Financial Services, Inc. AOM ($45.76) 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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