Blue Stem Wealth Partners, LLC Ishares Tr Core Conservative A Transaction History
Blue Stem Wealth Partners, LLC
- $814 Billion
- Q2 2025
A detailed history of Blue Stem Wealth Partners, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 36,393 shares of AOK stock, worth $1.47 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
36,393
Previous 37,469
2.87%
Holding current value
$1.47 Million
Previous $1.41 Billion
0.85%
% of portfolio
0.17%
Previous 0.19%
Shares
3 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
-
Sargent Bickham Lagudis LLC405KShares$16.3 Million1.12% of portfolio
-
Black Rock Inc. New York, NY328KShares$13.2 Million0.0% of portfolio
-
Elevation Capital Advisory, LLC Bend, OR237KShares$9.55 Million3.71% of portfolio
-
Win Advisors, Inc220KShares$8.85 Million4.36% of portfolio