Jgp Wealth Management, LLC Ishares Tr Transaction History
Jgp Wealth Management, LLC
- $774 Million
- Q3 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 4,440 shares of LRGF stock, worth $268,531. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,440
Previous 4,007
10.81%
Holding current value
$268,531
Previous $223,000
16.59%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding LRGF
# of Institutions
199Shares Held
32.7MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$254 Million14.69% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$198 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$118 Million21.87% of portfolio
-
Wells Fargo & Company San Francisco, CA1.79MShares$108 Million0.02% of portfolio