Wealth Forward, LLC Ishares Tr Core Conservative A Call Options Transaction History

Wealth Forward, LLC

$142 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AOK

# of Institutions

174

Shares Held

6.59M

Call Options Held

0

Put Options Held

0

Raymond James Financial Inc St. Petersburg, FL

618K
Shares

$23.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

454K
Shares

$17.1 Million
0.01% of portfolio
Curran Financial Partners, LLC

407K
Shares

$15.3 Million
4.35% of portfolio
Sargent Bickham Lagudis LLC

405K
Shares

$15.3 Million
1.12% of portfolio
Forefront Analytics, LLC West Conshohocken, PA

347K
Shares

$13.1 Million
6.03% of portfolio

About ISHARES TR CORE CONSERVATIVE A

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