Jgp Wealth Management, LLC Ishares Tr Transaction History
Jgp Wealth Management, LLC
- $750 Million
- Q1 2025
A detailed history of Jgp Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 5,435 shares of LRGF stock, worth $312,675. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,435
Previous 4,696
15.74%
Holding current value
$312,675
Previous $283,000
10.25%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding LRGF
# of Institutions
216Shares Held
34.5MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.68MShares$212 Million13.33% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.35MShares$193 Million11.27% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$114 Million4.11% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$106 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.84MShares$106 Million22.74% of portfolio