Lakeridge Wealth Management LLC Ishares Tr Core Conservative A Transaction History

Lakeridge Wealth Management LLC

  • $194 Billion
  • Q4 2024

A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 17,371 shares of AOK stock, worth $659,055. This represents 0.33% of its overall portfolio holdings.

Number of Shares
17,371
Previous 17,325 0.27%
Holding current value
$659,055
Previous $670 Million 3.26%
% of portfolio
0.33%
Previous 0.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$37.3 - $38.64 $1,715 - $1,777
46 Added 0.27%
17,371 $648 Million
Q3 2024

Oct 07, 2024
SELL
$36.8 - $38.71 $28,483 - $29,961
-774 Reduced 4.28%
17,325 $670 Million
Q2 2024

Aug 01, 2024
BUY
$35.66 - $37.13 $645,410 - $672,015
18,099 New
18,099 $668 Million

Others Institutions Holding AOK

# of Institutions
179
Shares Held
7.46M
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 Lakeridge Wealth Management LLC Portfolio

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

News

Stay updated on Lakeridge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email