Jgp Wealth Management, LLC Ishares Tr Transaction History
Jgp Wealth Management, LLC
- $771 Million
- Q4 2024
A detailed history of Jgp Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 4,696 shares of LRGF stock, worth $280,492. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,696
Previous 4,440
5.77%
Holding current value
$280,492
Previous $260,000
8.85%
% of portfolio
0.04%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding LRGF
# of Institutions
216Shares Held
34.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.68MShares$220 Million13.33% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.35MShares$200 Million11.27% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.97MShares$118 Million4.3% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$111 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.84MShares$110 Million22.74% of portfolio