Ae Wealth Management LLC Ishares Tr Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 329 shares of LRGF stock, worth $20,901. This represents 0.0% of its overall portfolio holdings.

Number of Shares

329

Holding current value

$20,901

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$58.25 - $63.26 $19,164 - $20,812	329 New	329 $19,000
Q2 2022 Aug 03, 2022	SELL	$36.62 - $44.84 $6.95 Million - $8.51 Million	-189,730 Closed	0 $0
Q1 2022 Apr 18, 2022	BUY	$41.63 - $46.8 $7.9 Million - $8.88 Million	189,730 New	189,730 $8.44 Million

Others Institutions Holding LRGF

# of Institutions

216

Shares Held

34.4M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

3.68M
Shares

$234 Million
13.33% of portfolio
Halbert Hargrove Global Advisors, LLC

3.35M
Shares

$213 Million
11.27% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.97M
Shares

$125 Million
4.3% of portfolio
Wells Fargo & Company San Francisco, CA

1.85M
Shares

$118 Million
0.03% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.84M
Shares

$117 Million
22.74% of portfolio

View Full List

About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

More about LRGF

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