Legacy Capital Wealth Partners, LLC Ishares Tr Core Conservative A Transaction History

Legacy Capital Wealth Partners, LLC

  • $574 Million
  • Q3 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 54,067 shares of AOK stock, worth $2.02 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
54,067
Previous 57,067 5.26%
Holding current value
$2.02 Million
Previous $2.11 Million 0.81%
% of portfolio
0.36%
Previous 0.55%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$36.8 - $38.71 $110,399 - $116,130
-3,000 Reduced 5.26%
54,067 $2.09 Million
Q2 2024

Aug 01, 2024
BUY
$35.66 - $37.13 $2.04 Million - $2.12 Million
57,067 New
57,067 $2.11 Million
Q4 2023

Feb 05, 2024
BUY
$33.17 - $36.3 $554,204 - $606,500
16,708 Added 41.4%
57,067 $2.06 Million
Q3 2023

Oct 16, 2023
BUY
$33.87 - $35.64 $1.37 Million - $1.44 Million
40,359 New
40,359 $1.37 Million
Q1 2023

May 10, 2023
BUY
$33.78 - $35.5 $1.24 Million - $1.3 Million
36,750 New
36,750 $1.28 Million

Others Institutions Holding AOK

# of Institutions
166
Shares Held
4.76M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE CONSERVATIVE A

AOK Quotes by TradingView
  • Ticker AOK
  • Sector ETFs
  • Industry ETFs
More about AOK
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