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iShares S&P Moderate Allocation Fund ETF shares owned by Lido Advisors

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Lido Advisors from 13F filings

Historical chart of Lido Advisors investment in iShares S&P Moderate Allocation Fund ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Moderate Allocation Fund ETF held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Lido Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $387k 9.3k 41.51
2023-09-30 $364k 9.3k 38.93
2023-06-30 $477k 12k 40.41
2023-03-31 $469k 12k 39.86
2019-03-31 $273k 7.2k 38.02
2018-09-30 $275k 7.3k 37.86
2018-06-30 $396k 11k 37.46
2018-03-31 $404k 11k 37.74
2017-12-31 $375k 9.9k 37.95
2017-09-30 $377k 9.9k 38.15
2017-06-30 $545k 15k 37.28

More positions owned by Lido Advisors

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Apple Put Option (AAPL)
Microsoft Corporation Put Option (MSFT)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation Put Option (NVDA)
Ishares Tr S&p 500 Val Etf (IVE)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Amazon Put Option (AMZN)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Fidelity Covington Trust Msci Consm Dis (FDIS)

View all positions for Lido Advisors

Top funds holding iShares S&P Moderate Allocation Fund ETF

Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
Advisor Group Holdings
Kavar Capital Partners Group
Weitzel Financial Services
Bank of America Corporation
AE Wealth Management
Cambridge Investment Research Advisors
Weaver Consulting Group
AlTi Global
Focus Financial Network
Commonwealth Equity Services
Investment Advisory Group
Sontag Advisory

View all funds holding iShares S&P Moderate Allocation Fund ETF