Coastal Investment Advisors, Inc. Ishares Tr Transaction History
Coastal Investment Advisors, Inc.
- $234 Million
- Q4 2024
A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 91 shares of LRGF stock, worth $5,435. This represents 0.0% of its overall portfolio holdings.
Number of Shares
91
Previous 362
74.86%
Holding current value
$5,435
Previous $21,000
76.19%
% of portfolio
0.0%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding LRGF
# of Institutions
216Shares Held
34.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.68MShares$220 Million13.33% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.35MShares$200 Million11.27% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.97MShares$118 Million4.3% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$111 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.84MShares$110 Million22.74% of portfolio