Diversify Wealth Management, LLC Ishares Tr Core Conservative A Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 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 5,824 shares of AOK stock, worth $220,088. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,824
Previous 5,839
0.26%
Holding current value
$220,088
Previous $221 Million
2.81%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding AOK
# of Institutions
166Shares Held
4.86MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC460KShares$17.4 Million0.01% of portfolio
-
Sargent Bickham Lagudis LLC405KShares$15.3 Million1.12% of portfolio
-
Black Rock Inc. New York, NY328KShares$12.4 Million0.0% of portfolio
-
Curran Financial Partners, LLC250KShares$9.44 Million2.9% of portfolio
-
Lido Advisors, LLC Los Angeles, CA205KShares$7.74 Million0.04% of portfolio