Dean, Jacobson Financial Services, LLC Ishares Tr Transaction History
Dean, Jacobson Financial Services, LLC
- $124 Million
- Q2 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 $227,700. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,887
Previous 3,887
-0.0%
Holding current value
$227,700
Previous $209,000
3.35%
% of portfolio
0.17%
Previous 0.17%
Shares
2 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