Lakeridge Wealth Management LLC Ishares Tr Core Conservative A Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 17,325 shares of AOK stock, worth $652,979. This represents 0.37% of its overall portfolio holdings.
Number of Shares
17,325
Previous 18,099
4.28%
Holding current value
$652,979
Previous $668 Million
0.22%
% of portfolio
0.37%
Previous 0.4%
Shares
2 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
-
Lpl Financial LLC Fort Mill, SC421KShares$15.9 Million0.01% of portfolio
-
Sargent Bickham Lagudis LLC405KShares$15.3 Million1.12% of portfolio
-
Black Rock Inc. New York, NY328KShares$12.3 Million0.0% of portfolio
-
Lido Advisors, LLC Los Angeles, CA225KShares$8.48 Million0.05% of portfolio