Diversify Wealth Management, LLC Ishares Tr Core Conservative A Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 5,824 shares of AOK stock, worth $217,759. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,824
Previous 5,839
0.26%
Holding current value
$217,759
Previous $221 Million
2.81%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding AOK
# of Institutions
179Shares Held
7.46MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc674KShares$25.2 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL618KShares$23.1 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL496KShares$18.5 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC454KShares$17 Million0.01% of portfolio
-
Sargent Bickham Lagudis LLC405KShares$15.1 Million1.12% of portfolio