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

Comprehensive Wealth Management, LLC

$128 Million
Q3 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 60,708 shares of LKOR stock, worth $2.59 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares

60,708

Previous 37,442 62.14%

Holding current value

$2.59 Million

Previous $1.59 Million 66.02%

% of portfolio

2.07%

Previous 1.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$41.32 - $43.96 $961,351 - $1.02 Million	23,266 Added 62.14%	60,708 $2.64 Million
Q2 2025 Aug 11, 2025	BUY	$40.15 - $42.63 $530,702 - $563,483	13,218 Added 54.57%	37,442 $1.59 Million
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

Shares Held

506K

Call Options Held

Put Options Held

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About FLEXSHARES CR SCORED US LONG C

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