Lakeridge Wealth Management LLC Ishares Tr Core Conservative A Transaction History
Lakeridge Wealth Management LLC
- $200 Billion
- Q1 2025
A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 14,084 shares of AOK stock, worth $549,980. This represents 0.27% of its overall portfolio holdings.
Number of Shares
14,084
Previous 17,371
18.92%
Holding current value
$549,980
Previous $648 Million
18.21%
% of portfolio
0.27%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding AOK
# of Institutions
169Shares Held
5.09MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC471KShares$18.4 Million0.01% of portfolio
-
Curran Financial Partners, LLC407KShares$15.9 Million4.35% of portfolio
-
Sargent Bickham Lagudis LLC405KShares$15.8 Million1.12% of portfolio
-
Black Rock Inc. New York, NY328KShares$12.8 Million0.0% of portfolio
-
Lido Advisors, LLC Los Angeles, CA182KShares$7.11 Million0.03% of portfolio