Affinity Wealth Management LLC Ishares Tr Transaction History
Affinity Wealth Management LLC
- $509 Million
- Q3 2024
A detailed history of Affinity Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Affinity Wealth Management LLC holds 516,437 shares of LRGF stock, worth $31.5 Million. This represents 5.97% of its overall portfolio holdings.
Number of Shares
516,437Holding current value
$31.5 Million% of portfolio
5.97%Shares
3 transactions
Others Institutions Holding LRGF
# of Institutions
199Shares Held
32.7MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$256 Million14.69% of portfolio
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Halbert Hargrove Global Advisors, LLC3.27MShares$200 Million10.63% of portfolio
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Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$121 Million4.22% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX1.95MShares$119 Million21.87% of portfolio
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Wells Fargo & Company San Francisco, CA1.79MShares$110 Million0.02% of portfolio