Diversify Wealth Management, LLC Ishares Tr Core Conservative A Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 5,839 shares of AOK stock, worth $220,071. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,839Holding current value
$220,071% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding AOK
# of Institutions
169Shares Held
5.26MCall Options Held
0Put Options Held
0-
Atlas Capital Advisors LLC San Francisco, CA519KShares$19.5 Million2.49% of portfolio
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Lpl Financial LLC Fort Mill, SC421KShares$15.9 Million0.01% of portfolio
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Sargent Bickham Lagudis LLC405KShares$15.3 Million1.12% of portfolio
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Black Rock Inc. New York, NY328KShares$12.3 Million0.0% of portfolio
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Lido Advisors, LLC Los Angeles, CA225KShares$8.48 Million0.05% of portfolio