A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 8,220 shares of AOK stock, worth $310,469. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,220
Previous 6,257 31.37%
Holding current value
$310,469
Previous $241,000 26.97%
% of portfolio
0.07%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025

BUY
$37.3 - $38.64 $73,219 - $75,850
1,963 Added 31.37%
8,220 $306,000
Q3 2024

Oct 08, 2024

BUY
$36.8 - $38.71 $230,257 - $242,208
6,257 New
6,257 $241,000

Others Institutions Holding AOK

About ISHARES TR CORE CONSERVATIVE A


  • Ticker AOK
  • Sector ETFs
  • Industry ETFs
More about AOK
Track This Portfolio

Track Sovereign Financial Group, Inc. Portfolio

Follow Sovereign Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sovereign Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sovereign Financial Group, Inc. with notifications on news.