Archvest Wealth Advisors, Inc. Ishares Tr Core Conservative A Transaction History
Archvest Wealth Advisors, Inc.
- $137 Million
- Q4 2024
A detailed history of Archvest Wealth Advisors, Inc. transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 112,764 shares of AOK stock, worth $4.27 Million. This represents 3.06% of its overall portfolio holdings.
Number of Shares
112,764
Previous 103,081
9.39%
Holding current value
$4.27 Million
Previous $3.99 Million
5.55%
% of portfolio
3.06%
Previous 2.4%
Shares
13 transactions
Others Institutions Holding AOK
# of Institutions
180Shares Held
7.48MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc674KShares$25.5 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL618KShares$23.4 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL496KShares$18.7 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC454KShares$17.2 Million0.01% of portfolio
-
Sargent Bickham Lagudis LLC405KShares$15.3 Million1.12% of portfolio