Venturi Wealth Management, LLC Ishares Tr Core Conservative A Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 590 shares of AOK stock, worth $22,284. This represents 0.0% of its overall portfolio holdings.
Number of Shares
590
Previous 590
-0.0%
Holding current value
$22,284
Previous $22,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding AOK
# of Institutions
170Shares Held
5.07MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC460KShares$17.4 Million0.01% of portfolio
-
Sargent Bickham Lagudis LLC405KShares$15.3 Million1.12% of portfolio
-
Black Rock Inc. New York, NY328KShares$12.4 Million0.0% of portfolio
-
Curran Financial Partners, LLC250KShares$9.43 Million2.9% of portfolio
-
Lido Advisors, LLC Los Angeles, CA205KShares$7.74 Million0.04% of portfolio