Insight Wealth Partners, LLC Ishares Tr Core Conservative A Transaction History
Insight Wealth Partners, LLC
- $692 Million
- Q3 2025
A detailed history of Insight Wealth Partners, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 9,401 shares of AOK stock, worth $378,390. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,401
Previous 9,401
-0.0%
Holding current value
$378,390
Previous $367,000
2.72%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding AOK
# of Institutions
173Shares Held
4.55MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC497KShares$20 Million0.01% of portfolio
-
Sargent Bickham Lagudis LLC405KShares$16.3 Million1.12% of portfolio
-
Black Rock Inc. New York, NY328KShares$13.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY197KShares$7.95 Million0.0% of portfolio
-
Lido Advisors, LLC Los Angeles, CA157KShares$6.31 Million0.02% of portfolio