Occidental Asset Management, LLC
Position in AOM — iShares Core 40/60 Moderate Allocation ETF
CIK 1770994
Burlingame, CA
All Filings in AOM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-03-31 AOM | $282,687 | 7,092 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 AOM | $278,309 | 7,322 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 AOM | $305,766 | 8,352 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 AOM | $336,419 | 8,635 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 AOM | $387,804 | 9,025 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 AOM | $404,683 | 8,900 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 AOM | $400,870 | 8,960 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 AOM | $417,163 | 9,260 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 AOM | $383,675 | 8,810 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 AOM | $392,256 | 9,080 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 AOM | $391,575 | 9,539 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 AOM | $383,908 | 9,629 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 AOM | $350,095 | 9,529 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||