Warren Averett Asset Management, LLC Ishares Tr Core Conservative A Transaction History
Warren Averett Asset Management, LLC
- $4.21 Billion
- Q1 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 17,620 shares of AOK stock, worth $654,406. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,620
Previous 15,073
16.9%
Holding current value
$654,406
Previous $544,000
19.12%
% of portfolio
0.02%
Previous 0.02%
Shares
22 transactions
Others Institutions Holding AOK
# of Institutions
159Shares Held
5.57MCall Options Held
0Put Options Held
0-
Atlas Capital Advisors LLC San Francisco, CA519KShares$19.3 Million2.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC449KShares$16.7 Million0.01% of portfolio
-
Sargent Bickham Lagudis LLC405KShares$15 Million1.12% of portfolio
-
Black Rock Inc. New York, NY321KShares$11.9 Million0.0% of portfolio
-
Lido Advisors, LLC Los Angeles, CA284KShares$10.5 Million0.06% of portfolio