Consilium Wealth Advisory, LLC Ishares Tr Core Conservative A Transaction History
Consilium Wealth Advisory, LLC
- $181 Million
- Q3 2024
A detailed history of Consilium Wealth Advisory, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 35,852 shares of AOK stock, worth $1.34 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
35,852
Previous 36,086
0.65%
Holding current value
$1.34 Million
Previous $1.33 Million
4.05%
% of portfolio
0.77%
Previous 0.73%
Shares
9 transactions
Others Institutions Holding AOK
# of Institutions
166Shares Held
4.76MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC460KShares$17.2 Million0.01% of portfolio
-
Sargent Bickham Lagudis LLC405KShares$15.2 Million1.12% of portfolio
-
Black Rock Inc. New York, NY328KShares$12.3 Million0.0% of portfolio
-
Lido Advisors, LLC Los Angeles, CA205KShares$7.67 Million0.04% of portfolio
-
Geo Wealth Management, LLC Chicago, IL192KShares$7.18 Million0.27% of portfolio