Venturi Wealth Management, LLC Ishares Tr Core Conservative A Transaction History

Venturi Wealth Management, LLC

  • $1.57 Billion
  • Q2 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 $22,703. This represents 0.0% of its overall portfolio holdings.

Number of Shares
590
Previous 590 -0.0%
Holding current value
$22,703
Previous $21,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 02, 2023
BUY
$33.78 - $35.5 $19,930 - $20,945
590 New
590 $20,000

Others Institutions Holding AOK

# of Institutions
173
Shares Held
5.15M
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
Track This Portfolio

Track Venturi Wealth Management, LLC Portfolio

Follow Venturi Wealth Management, LLC 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 Venturi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Venturi Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email