Topel & Distasi Wealth Management, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1880087
BERKELEY, CA
All Filings in AOA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $720,580 | 7,383 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $643,764 | 7,275 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $645,458 | 7,207 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $599,968 | 6,807 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $553,525 | 6,637 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $525,325 | 6,867 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $461,422 | 6,023 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $369,535 | 4,683 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $286,407 | 3,830 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $257,477 | 3,505 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $220,614 | 3,195 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||