Institutional shares held 34.5 Million
0 calls
0 puts
Total value of holdings $1.89B
$0 calls
$0 puts
# of Institutions 217


Latest Institutional Activity in LRGF

Top Purchases

Q1 2025
Affinity Wealth Management LLC Shares Held: 654K ($35.7M)
Q1 2025
Life Goal Wealth Advisors Shares Held: 116K ($6.32M)
Q1 2025
Halbert Hargrove Global Advisors, LLC Shares Held: 3.39M ($185M)
Q1 2025
Rhs Financial, LLC Shares Held: 51.8K ($2.83M)
Q1 2025
Cora Capital Advisors LLC Shares Held: 483K ($26.4M)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 208K ($11.4M)
Q1 2025
Ullmann Wealth Partners Group, LLC Shares Held: 1.52M ($83.1M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 85K ($4.64M)
Q1 2025
Acropolis Investment Management, LLC Shares Held: 208K ($11.3M)
Q1 2025
Market Street Wealth Management Advisors LLC Shares Held: 38.9K ($2.12M)

About LRGF

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