Avidian Wealth Enterprises, LLC
Position in AOM — iShares Core 40/60 Moderate Allocation ETF
CIK 1471474
HOUSTON, TX
All Filings in AOM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-03-31 AOM | $458,509 | 11,503 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 AOM | $393,821 | 10,361 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 AOM | $386,638 | 10,561 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 AOM | $374,639 | 9,616 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 AOM | $418,484 | 9,739 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 AOM | $365,533 | 8,039 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 AOM | $347,227 | 7,761 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 AOM | $211,644 | 4,698 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||