First Ascent Asset Management, LLC Ishares Tr Core Conservative A Transaction History
First Ascent Asset Management, LLC
- $892 Billion
- Q4 2023
A detailed history of First Ascent Asset Management, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, First Ascent Asset Management, LLC holds 8,606 shares of AOK stock, worth $329,179. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,606
Previous 7,249
18.72%
Holding current value
$329,179
Previous $246 Million
26.38%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding AOK
# of Institutions
173Shares Held
5.14MCall Options Held
0Put Options Held
0-
Atlas Capital Advisors LLC San Francisco, CA519KShares$19.8 Million2.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC421KShares$16.1 Million0.01% of portfolio
-
Sargent Bickham Lagudis LLC405KShares$15.5 Million1.12% of portfolio
-
Black Rock Inc. New York, NY328KShares$12.5 Million0.0% of portfolio
-
Lido Advisors, LLC Los Angeles, CA225KShares$8.61 Million0.05% of portfolio