National Wealth Management Group, LLC Ishares Tr Core Conservative A Transaction History
National Wealth Management Group, LLC
- $131 Billion
- Q2 2024
A detailed history of National Wealth Management Group, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, National Wealth Management Group, LLC holds 6,405 shares of AOK stock, worth $243,774. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,405
Previous 8,825
27.42%
Holding current value
$243,774
Previous $325 Million
27.22%
% of portfolio
0.18%
Previous 0.25%
Shares
7 transactions
Others Institutions Holding AOK
# of Institutions
173Shares Held
5.15MCall Options Held
0Put Options Held
0-
Atlas Capital Advisors LLC San Francisco, CA519KShares$19.7 Million2.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC421KShares$16 Million0.01% of portfolio
-
Sargent Bickham Lagudis LLC405KShares$15.4 Million1.12% of portfolio
-
Black Rock Inc. New York, NY328KShares$12.5 Million0.0% of portfolio
-
Lido Advisors, LLC Los Angeles, CA225KShares$8.57 Million0.05% of portfolio