Hb Wealth Management, LLC Ishares Tr Transaction History
Hb Wealth Management, LLC
- $9.29 Billion
- Q3 2024
A detailed history of Hb Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Hb Wealth Management, LLC holds 153,463 shares of LRGF stock, worth $9.34 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
153,463
Previous 153,457
-0.0%
Holding current value
$9.34 Million
Previous $8.55 Million
5.53%
% of portfolio
0.1%
Previous 0.1%
Shares
12 transactions
Others Institutions Holding LRGF
# of Institutions
201Shares Held
32.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$255 Million14.69% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$199 Million10.63% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$120 Million4.22% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.95MShares$119 Million21.87% of portfolio
-
Wells Fargo & Company San Francisco, CA1.79MShares$109 Million0.02% of portfolio