Legacy Capital Wealth Partners, LLC Ishares Tr Core Conservative A Transaction History

Legacy Capital Wealth Partners, LLC

  • $458 Million
  • Q4 2025

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 54,879 shares of AOK stock, worth $2.21 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
54,879
Previous 55,324 0.8%
Holding current value
$2.21 Million
Previous $2.22 Million 0.59%
% of portfolio
0.48%
Previous 0.48%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
SELL
$39.89 - $40.78 $17,751 - $18,147
-445 Reduced 0.8%
54,879 $2.21 Million
Q2 2025

Aug 13, 2025
SELL
$36.09 - $39.07 $99,427 - $107,637
-2,755 Reduced 4.74%
55,324 $2.16 Million
Q1 2025

May 02, 2025
BUY
$36.86 - $38.15 $147,882 - $153,057
4,012 Added 7.42%
58,079 $2.19 Million
Q3 2024

Nov 04, 2024
SELL
$36.8 - $38.71 $110,399 - $116,130
-3,000 Reduced 5.26%
54,067 $2.09 Million
Q2 2024

Aug 01, 2024
BUY
$35.66 - $37.13 $2.04 Million - $2.12 Million
57,067 New
57,067 $2.11 Million
Q4 2023

Feb 05, 2024
BUY
$33.17 - $36.3 $554,204 - $606,500
16,708 Added 41.4%
57,067 $2.06 Million
Q3 2023

Oct 16, 2023
BUY
$33.87 - $35.64 $1.37 Million - $1.44 Million
40,359 New
40,359 $1.37 Million
Q1 2023

May 10, 2023
BUY
$33.78 - $35.5 $1.24 Million - $1.3 Million
36,750 New
36,750 $1.28 Million

Others Institutions Holding AOK

# of Institutions
178
Shares Held
4.78M
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 Legacy Capital Wealth Partners, LLC Portfolio

Follow Legacy Capital Wealth Partners, 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 Legacy Capital Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email