Archvest Wealth Advisors, Inc. Ishares Tr Core Conservative A Transaction History
Archvest Wealth Advisors, Inc.
- $142 Million
- Q1 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 87,090 shares of AOK stock, worth $3.23 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
87,090
Previous 86,768
0.37%
Holding current value
$3.23 Million
Previous $3.14 Million
2.26%
% of portfolio
2.25%
Previous 2.36%
Shares
10 transactions
Others Institutions Holding AOK
# of Institutions
159Shares Held
5.57MCall Options Held
0Put Options Held
0-
Atlas Capital Advisors LLC San Francisco, CA519KShares$19.3 Million2.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC449KShares$16.7 Million0.01% of portfolio
-
Sargent Bickham Lagudis LLC405KShares$15 Million1.12% of portfolio
-
Black Rock Inc. New York, NY321KShares$11.9 Million0.0% of portfolio
-
Lido Advisors, LLC Los Angeles, CA284KShares$10.5 Million0.06% of portfolio