Sovereign Financial Group, Inc. Ishares Tr Core Conservative A Transaction History
Sovereign Financial Group, Inc.
- $470 Million
- Q2 2025
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 14,358 shares of AOK stock, worth $563,407. This represents 0.12% of its overall portfolio holdings.
Number of Shares
14,358
Previous 11,003
30.49%
Holding current value
$563,407
Previous $413,000
35.59%
% of portfolio
0.12%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding AOK
# of Institutions
174Shares Held
5.24MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC451KShares$17.7 Million0.01% of portfolio
-
Sargent Bickham Lagudis LLC405KShares$15.9 Million1.12% of portfolio
-
Black Rock Inc. New York, NY328KShares$12.9 Million0.0% of portfolio
-
Curran Financial Partners, LLC252KShares$9.89 Million2.52% of portfolio
-
Elevation Capital Advisory, LLC Bend, OR237KShares$9.3 Million3.71% of portfolio