Financial Advocates Investment Management

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

CIK 1730293 OLYMPIA, WA

Back to AOM Full portfolio

All Filings in AOM

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2024-06-30 AOM	$2,618,792	60,888	+1.7%	Shares	Sole	2024-07-29
2024-03-31 AOM	$2,560,725	59,858	+5.7%	Shares	Sole	2024-05-01
2023-12-31 AOM	$2,351,749	56,655	-41.5%	Shares	Sole	2024-02-08
2023-09-30 AOM	$3,767,606	96,779	+195.9%	Shares	Sole	2023-10-27
2023-06-30 AOM	$1,321,851	32,711	+111.5%	Shares	Sole	2023-08-07
2023-03-31 AOM	$616,355	15,463	-35.4%	Shares	Sole	2023-05-11
2022-12-31 AOM	$909,313	23,923	+288.6%	Shares	Sole	2023-02-15
2022-06-30 AOM	$239,837	6,156	-93.8%	Shares	Sole	2022-08-12
2022-03-31 AOM	$4,240,279	98,680	-0.5%	Shares	Sole	2022-05-11
2021-12-31 AOM	$4,507,441	99,130	+1.5%	Shares	Sole	2022-02-14
2021-09-30 AOM	$4,368,189	97,635	+3.5%	Shares	Sole	2021-11-04
2021-06-30 AOM	$4,248,710	94,311	+34.9%	Shares	Sole	2021-08-03
2021-03-31 AOM	$3,045,233	69,925	+90.8%	Shares	Sole	2021-05-10
2020-12-31 AOM	$1,583,539	36,656	+42.7%	Shares	Sole	2021-02-12
2020-09-30 AOM	$1,054,779	25,695	+21.1%	Shares	Sole	2020-11-04
2020-06-30 AOM	$846,081	21,221	+18.8%	Shares	Sole	2020-08-14
2020-03-31 AOM	$656,543	17,870	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.