Atria Wealth Solutions, Inc.
Position in AOM — iShares Core 40/60 Moderate Allocation ETF
CIK 1927543
NEW YORK, NY
All Filings in AOM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 AOM | $680,655 | 14,784 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 AOM | $917,091 | 20,900 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 AOM | $951,161 | 21,896 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 AOM | $908,244 | 20,134 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 AOM | $787,899 | 18,319 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 AOM | $773,205 | 18,074 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 AOM | $772,458 | 18,609 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 AOM | $693,771 | 17,821 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 AOM | $514,661 | 12,736 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 AOM | $576,335 | 14,459 | Shares | Defined | 2023-08-23 | |
| 2022-12-31 AOM | $571,290 | 15,030 | Shares | Defined | 2023-08-30 | |
| 2022-09-30 AOM | $869,010 | 23,737 | Shares | Defined | 2023-02-13 | |
| 2022-06-30 AOM | $501,025 | 12,860 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 AOM | $311,188 | 7,242 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||