Lokken Investment Group LLC
Position in AOM — iShares Core 40/60 Moderate Allocation ETF
CIK 1842840
LEWES, DE
All Filings in AOM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-12-31 AOM | $402,107 | 9,687 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 AOM | $413,903 | 10,632 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 AOM | $409,878 | 10,143 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 AOM | $404,299 | 10,143 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 AOM | $407,163 | 10,712 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 AOM | $326,634 | 8,922 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 AOM | $335,523 | 8,612 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 AOM | $409,160 | 9,522 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 AOM | $452,517 | 9,952 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 AOM | $445,252 | 9,952 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 AOM | $436,399 | 9,687 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 AOM | $421,128 | 9,670 | Shares | Sole | 2021-06-10 | |
| 2020-12-31 AOM | $449,064 | 10,395 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||