Comprehensive Wealth Management, LLC Flexshares Cr Scored Us Long C Transaction History

Comprehensive Wealth Management, LLC

  • $138 Million
  • Q1 2025

A detailed history of Comprehensive Wealth Management, LLC transactions in Flexshares Cr Scored Us Long C stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 24,224 shares of LKOR stock, worth $980,587. This represents 0.75% of its overall portfolio holdings.

Number of Shares
24,224
Previous 16,015 51.26%
Holding current value
$980,587
Previous $671,000 53.2%
% of portfolio
0.75%
Previous 0.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$41.02 - $43.31 $336,733 - $355,531
8,209 Added 51.26%
24,224 $1.03 Million
Q4 2024

Feb 11, 2025
BUY
$41.91 - $45.64 $114,120 - $124,277
2,723 Added 20.49%
16,015 $671,000
Q3 2024

Nov 06, 2024
BUY
$41.93 - $46.12 $35,346 - $38,879
843 Added 6.77%
13,292 $605,000
Q2 2024

Aug 13, 2024
BUY
$41.32 - $43.44 $514,392 - $540,784
12,449 New
12,449 $530,000

Others Institutions Holding LKOR

# of Institutions
16
Shares Held
273K
Call Options Held
0
Put Options Held
0
View Full List

About FLEXSHARES CR SCORED US LONG C

LKOR Quotes by TradingView
  • Ticker LKOR
  • Sector ETFs
  • Industry ETFs
More about LKOR
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