Aspire Wealth Management Corp Ishares Tr Transaction History
Aspire Wealth Management Corp
- $174 Million
- Q3 2024
A detailed history of Aspire Wealth Management Corp transactions in Ishares Tr stock. As of the latest transaction made, Aspire Wealth Management Corp holds 2,038 shares of LRGF stock, worth $128,230. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,038
Previous 2,036
0.1%
Holding current value
$128,230
Previous $113,000
5.31%
% of portfolio
0.07%
Previous 0.07%
Shares
10 transactions
Others Institutions Holding LRGF
# of Institutions
199Shares Held
33MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$264 Million14.69% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$206 Million10.63% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$124 Million4.22% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.95MShares$123 Million21.87% of portfolio
-
Wells Fargo & Company San Francisco, CA1.79MShares$113 Million0.02% of portfolio