Dean, Jacobson Financial Services, LLC Ishares Tr Transaction History
Dean, Jacobson Financial Services, LLC
- $133 Million
- Q3 2024
A detailed history of Dean, Jacobson Financial Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Dean, Jacobson Financial Services, LLC holds 3,887 shares of LRGF stock, worth $237,068. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,887
Previous 3,887
-0.0%
Holding current value
$237,068
Previous $216,000
5.56%
% of portfolio
0.17%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding LRGF
# of Institutions
196Shares Held
32.8MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.29MShares$262 Million15.13% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$199 Million10.63% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.04MShares$124 Million4.26% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.03MShares$124 Million22.29% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$113 Million0.03% of portfolio