Creative One Wealth, LLC Ishares Tr Transaction History
Creative One Wealth, LLC
- $2.51 Billion
- Q1 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 47,297 shares of LRGF stock, worth $2.63 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
47,297
Previous 351,951
86.56%
Holding current value
$2.63 Million
Previous $17 Million
85.03%
% of portfolio
0.1%
Previous 1.09%
Shares
6 transactions
Others Institutions Holding LRGF
# of Institutions
183Shares Held
29.8MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.3MShares$240 Million14.98% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.06MShares$115 Million21.68% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.05MShares$114 Million4.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$98.8 Million0.02% of portfolio
-
Plancorp, LLC1.46MShares$81.3 Million3.42% of portfolio