Venturi Wealth Management, LLC Ishares Tr Core Conservative A Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
A detailed history of Venturi Wealth Management, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 590 shares of AOK stock, worth $22,101. This represents 0.0% of its overall portfolio holdings.
Number of Shares
590
Previous 590
-0.0%
Holding current value
$22,101
Previous $21,000
4.76%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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