Wealth Forward, LLC Ishares Tr Core Conservative A Transaction History
Wealth Forward, LLC
- $127 Billion
- Q1 2024
A detailed history of Wealth Forward, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Wealth Forward, LLC holds 16,333 shares of AOK stock, worth $606,607. This represents 0.47% of its overall portfolio holdings.
Number of Shares
16,333
Previous 16,213
0.74%
Holding current value
$606,607
Previous $586 Million
2.62%
% of portfolio
0.47%
Previous 0.5%
Shares
2 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