Valpey Financial Services, LLC Ishares Tr Core Conservative A Transaction History
Valpey Financial Services, LLC
- $145 Billion
- Q2 2025
A detailed history of Valpey Financial Services, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Valpey Financial Services, LLC holds 9,641 shares of AOK stock, worth $388,628. This represents 0.26% of its overall portfolio holdings.
Number of Shares
9,641Holding current value
$388,628% of portfolio
0.26%Shares
1 transactions
Others Institutions Holding AOK
# of Institutions
175Shares Held
5.14MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC451KShares$18.2 Million0.01% of portfolio
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Sargent Bickham Lagudis LLC405KShares$16.3 Million1.12% of portfolio
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Black Rock Inc. New York, NY328KShares$13.2 Million0.0% of portfolio
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Elevation Capital Advisory, LLC Bend, OR237KShares$9.55 Million3.71% of portfolio
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Win Advisors, Inc220KShares$8.85 Million4.36% of portfolio