Valpey Financial Services, LLC Ishares Tr Core Conservative A Transaction History
Valpey Financial Services, LLC
- $145 Billion
- Q2 2025
A detailed history of Valpey Financial Services, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Valpey Financial Services, LLC holds 9,641 shares of AOK stock, worth $377,830. This represents 0.26% of its overall portfolio holdings.
Number of Shares
9,641Holding current value
$377,830% of portfolio
0.26%Shares
1 transactions
Others Institutions Holding AOK
# of Institutions
176Shares Held
4.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC471KShares$18.4 Million0.01% of portfolio
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Sargent Bickham Lagudis LLC405KShares$15.9 Million1.12% of portfolio
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Black Rock Inc. New York, NY328KShares$12.8 Million0.0% of portfolio
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Curran Financial Partners, LLC252KShares$9.88 Million2.52% of portfolio
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Elevation Capital Advisory, LLC Bend, OR237KShares$9.29 Million3.71% of portfolio