Geo Wealth Management, LLC Ishares Tr Core Conservative A Transaction History
Geo Wealth Management, LLC
- $2.48 Billion
- Q1 2024
A detailed history of Geo Wealth Management, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Geo Wealth Management, LLC holds 150,788 shares of AOK stock, worth $5.58 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
150,788
Previous 233,767
35.5%
Holding current value
$5.58 Million
Previous $8.45 Million
34.28%
% of portfolio
0.22%
Previous 0.72%
Shares
10 transactions
Others Institutions Holding AOK
# of Institutions
159Shares Held
5.57MCall Options Held
0Put Options Held
0-
Atlas Capital Advisors LLC San Francisco, CA519KShares$19.2 Million2.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC449KShares$16.6 Million0.01% of portfolio
-
Sargent Bickham Lagudis LLC405KShares$15 Million1.12% of portfolio
-
Black Rock Inc. New York, NY321KShares$11.9 Million0.0% of portfolio
-
Lido Advisors, LLC Los Angeles, CA284KShares$10.5 Million0.06% of portfolio