Modera Wealth Management, LLC Ishares Tr Core Conservative A Transaction History
Modera Wealth Management, LLC
- $7.79 Billion
- Q3 2024
A detailed history of Modera Wealth Management, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Modera Wealth Management, LLC holds 16,454 shares of AOK stock, worth $616,366. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,454
Previous 16,395
0.36%
Holding current value
$616,366
Previous $605,000
5.12%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding AOK
# of Institutions
166Shares Held
4.76MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC460KShares$17.2 Million0.01% of portfolio
-
Sargent Bickham Lagudis LLC405KShares$15.2 Million1.12% of portfolio
-
Black Rock Inc. New York, NY328KShares$12.3 Million0.0% of portfolio
-
Lido Advisors, LLC Los Angeles, CA205KShares$7.67 Million0.04% of portfolio
-
Geo Wealth Management, LLC Chicago, IL192KShares$7.18 Million0.27% of portfolio