First Ascent Asset Management, LLC
Position in AOM — iShares Core 40/60 Moderate Allocation ETF
CIK 1805758
DENVER, CO
All Filings in AOM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-12-31 AOM | $468,108 | 11,277 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 AOM | $432,823 | 11,118 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 AOM | $416,182 | 10,299 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 AOM | $340,523 | 8,543 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 AOM | $304,840 | 8,020 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 AOM | $224,236 | 6,125 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 AOM | $224,643 | 5,766 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 AOM | $208,834 | 4,860 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 AOM | $269,000 | 5,916 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 AOM | $636,471 | 14,226 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 AOM | $207,275 | 4,601 | Shares | Sole | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||