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

Legacy Capital Wealth Partners, LLC

  • $381 Million
  • Q2 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 57,067 shares of AOK stock, worth $2.18 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
57,067
Holding current value
$2.18 Million
% of portfolio
0.55%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
173
Shares Held
5.14M
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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