Comprehensive Wealth Management, LLC Flexshares Cr Scored Us Long C Transaction History

Comprehensive Wealth Management, LLC

  • $138 Million
  • Q1 2025

A detailed history of Comprehensive Wealth Management, LLC transactions in Flexshares Cr Scored Us Long C stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 24,224 shares of LKOR stock, worth $1.03 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
24,224
Previous 16,015 51.26%
Holding current value
$1.03 Million
Previous $671,000 53.2%
% of portfolio
0.75%
Previous 0.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$41.02 - $43.31 $336,733 - $355,531
8,209 Added 51.26%
24,224 $1.03 Million
Q4 2024

Feb 11, 2025
BUY
$41.91 - $45.64 $114,120 - $124,277
2,723 Added 20.49%
16,015 $671,000
Q3 2024

Nov 06, 2024
BUY
$41.93 - $46.12 $35,346 - $38,879
843 Added 6.77%
13,292 $605,000
Q2 2024

Aug 13, 2024
BUY
$41.32 - $43.44 $514,392 - $540,784
12,449 New
12,449 $530,000

Others Institutions Holding LKOR

# of Institutions
14
Shares Held
144K
Call Options Held
0
Put Options Held
0
View Full List

About FLEXSHARES CR SCORED US LONG C

LKOR Quotes by TradingView
  • Ticker LKOR
  • Sector ETFs
  • Industry ETFs
More about LKOR
Track This Portfolio

Track Comprehensive Wealth Management, LLC Portfolio

Follow Comprehensive Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email