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 $30.9 Million. This represents 5.97% of its overall portfolio holdings.
Number of Shares
516,437Holding current value
$30.9 Million% of portfolio
5.97%Shares
3 transactions
Others Institutions Holding LRGF
# of Institutions
197Shares Held
32.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.29MShares$257 Million15.13% of portfolio
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Halbert Hargrove Global Advisors, LLC3.27MShares$196 Million10.63% of portfolio
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Sig Fig Wealth Management, LLC San Francisco, CA2.04MShares$122 Million4.26% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX2.03MShares$121 Million22.29% of portfolio
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Wells Fargo & Company San Francisco, CA1.85MShares$111 Million0.03% of portfolio