BRANDYWINE OAK PRIVATE WEALTH LLC
Position in AOM — iShares Core 40/60 Moderate Allocation ETF
CIK 1764694
Kennett Square, PA
All Filings in AOM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 AOM | $202,589 | 4,491 | Shares | Sole | 2024-11-07 | |
| 2023-03-31 AOM | $214,088 | 5,371 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 AOM | $204,151 | 5,371 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 AOM | $202,746 | 5,538 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 AOM | $230,721 | 5,922 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 AOM | $248,624 | 5,786 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 AOM | $251,858 | 5,539 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 AOM | $216,004 | 4,828 | Shares | Sole | 2021-10-18 | |
| No filing history on record for this holder in this stock. | ||||||