Creative One Wealth, LLC Ishares Tr Transaction History
Creative One Wealth, LLC
- $1.97 Billion
- Q2 2024
A detailed history of Creative One Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Creative One Wealth, LLC holds 12,452 shares of LRGF stock, worth $729,438. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,452
Previous 47,297
73.67%
Holding current value
$729,438
Previous $2.55 Million
72.73%
% of portfolio
0.04%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding LRGF
# of Institutions
196Shares Held
32.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.29MShares$251 Million15.13% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.21MShares$188 Million10.36% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.04MShares$120 Million4.26% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.03MShares$119 Million22.29% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$108 Million0.03% of portfolio