TWP
AOK icon

Triad Wealth Partners’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Triad Wealth Partners’s Portfolio AOK Stock Details AOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,280
Closed -$47.3K – 89
2024
Q2 		$47.3K Buy
+1,280
New +$46.7K 0.02% 238

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $393M AUM 16.75% 1-Year Est. Return
AWA
Archvest Wealth Advisors Concord, California $155M AUM 17.53% 1-Year Est. Return

Triad Wealth Partners's AOK Position: Q3 2024 in Review

Triad Wealth Partners sold out of iShares Core Conservative Allocation ETF (AOK) in Q3 2024, closing a stake of 1,280 shares — an estimated $47.3K sold.

Triad Wealth Partners first reported a position in AOK in Q2 2024 and held it in 1 quarter. The position peaked at $47.3K in Q2 2024. 155 funds tracked by Wall St. Rank hold AOK as of Q3 2024.

  • Triad Wealth Partners reported no remaining iShares Core Conservative Allocation ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 1,280 iShares Core Conservative Allocation ETF shares in Q3 2024, an estimated $47.3K.
  • Triad Wealth Partners first reported a position in iShares Core Conservative Allocation ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's iShares Core Conservative Allocation ETF position peaked at $47.3K in Q2 2024.
  • 155 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.