Life Goal Wealth Advisors Ishares Tr Transaction History
Life Goal Wealth Advisors
- $105 Billion
- Q2 2025
A detailed history of Life Goal Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Life Goal Wealth Advisors holds 155,356 shares of LRGF stock, worth $9.99 Million. This represents 9.47% of its overall portfolio holdings.
Number of Shares
155,356
Previous 115,814
34.14%
Holding current value
$9.99 Million
Previous $6.7 Billion
48.68%
% of portfolio
9.47%
Previous 7.24%
Shares
3 transactions
Others Institutions Holding LRGF
# of Institutions
225Shares Held
35.7MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.73MShares$240 Million12.71% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.4MShares$219 Million11.52% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$127 Million4.27% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.88MShares$121 Million21.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$121 Million0.03% of portfolio