Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

AOMAOM
12 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in ISHARES CORE 40/60 MODERATE

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 67,914 shares of AOM (ISHARES CORE 40/60 MODERATE), worth $3.4M as of 2026-Q2. The position was decreased (-0.8% shares). AOM represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$3.4M

Current Shares

67,914

Total Value Change

-$930,740

Total Shares Change

-42,190

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
67,914
-0.8%
$3.4M0.0%$49.48
0
2026-Q1
Decreased
68,471
-24.5%
$3.2M0.0%$48.58
0
2025-Q4
Decreased
90,743
-1.3%
$4.4M0.0%$47.89
0
2025-Q3
Increased
91,917
+0.3%
$4.4M0.0%$46.70
27
2025-Q2
Decreased
91,624
-20.5%
$4.2M0.0%$44.75
0
2025-Q1
Decreased
115,224
-4.4%
$5.1M0.0%$42.50
0
2024-Q4
Increased
120,474
+30.4%
$5.2M0.0%$42.13
34
2024-Q3
Increased
92,376
+0.3%
$4.2M0.0%$43.01
27
2024-Q2
Decreased
92,081
-1.6%
$4M0.0%$40.65
0
2024-Q1
Decreased
93,568
-8.4%
$4M0.0%$40.23
0
2023-Q4
Decreased
102,166
-7.2%
$4.2M0.0%$39.03
0
2023-Q3
New
110,104
-
$4.3M0.0%$36.01
37

Other major holders of AOM: Steward Partners Investment Advisory, LLC, BlackRock, Inc.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used