Waverly Advisors, LLC
Position in AOK — iShares Core 30/70 Conservative Allocation ETF
CIK 1568787
BIRMINGHAM, AL
All Filings in AOK
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2022-12-31 AOK | $467,851 | 13,920 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 AOK | $553,496 | 16,968 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 AOK | $599,720 | 17,348 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 AOK | $822,524 | 21,835 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 AOK | $871,697 | 21,787 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 AOK | $850,593 | 21,534 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 AOK | $837,312 | 21,038 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 AOK | $799,977 | 20,698 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 AOK | $695,097 | 17,938 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 AOK | $692,365 | 18,627 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 AOK | $678,027 | 18,622 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 AOK | $607,398 | 17,981 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||