Insight Wealth Partners, LLC Ishares Tr Core Conservative A Transaction History
Insight Wealth Partners, LLC
- $630 Million
- Q2 2025
A detailed history of Insight Wealth Partners, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 9,401 shares of AOK stock, worth $376,510. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,401
Previous 9,401
-0.0%
Holding current value
$376,510
Previous $353,000
3.97%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding AOK
# of Institutions
174Shares Held
5.24MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC451KShares$18.1 Million0.01% of portfolio
-
Sargent Bickham Lagudis LLC405KShares$16.2 Million1.12% of portfolio
-
Black Rock Inc. New York, NY328KShares$13.1 Million0.0% of portfolio
-
Curran Financial Partners, LLC252KShares$10.1 Million2.52% of portfolio
-
Elevation Capital Advisory, LLC Bend, OR237KShares$9.49 Million3.71% of portfolio