M Holdings Securities, Inc.

Broker-Dealer

Position in AOM — iShares Core 40/60 Moderate Allocation ETF

CIK 1569638 PORTLAND, OR

Back to AOM Full portfolio

All Filings in AOM

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2023-03-31 AOM	$1,312,749	32,934	-1.0%	Shares	Sole	2023-05-16
2022-12-31 AOM	$1,263,984	33,254	-1.3%	Shares	Sole	2023-02-13
2022-09-30 AOM	$1,232,988	33,679	-1.5%	Shares	Sole	2022-11-17
2022-06-30 AOM	$1,331,769	34,183	+1.7%	Shares	Sole	2022-08-16
2022-03-31 AOM	$1,443,620	33,596	+10.7%	Shares	Sole	2022-05-24
2021-06-30 AOM	$1,367,763	30,361	+1.6%	Shares	Sole	2021-08-19
2021-03-31 AOM	$1,301,535	29,886	-3.2%	Shares	Sole	2021-05-12
2020-12-31 AOM	$1,334,188	30,884	-1.2%	Shares	Sole	2021-02-26
2020-09-30 AOM	$1,282,648	31,246	-2.0%	Shares	Sole	2020-11-16
2020-06-30 AOM	$1,271,693	31,896	0.0%	Shares	Sole	2020-08-21
2020-03-31 AOM	$1,171,859	31,896	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.