Jgp Wealth Management, LLC Ishares Tr Transaction History
Jgp Wealth Management, LLC
- $938 Million
- Q4 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 10,263 shares of LRGF stock, worth $705,991. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,263
Previous 7,817
31.29%
Holding current value
$705,991
Previous $539,000
30.8%
% of portfolio
0.08%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding LRGF
# of Institutions
235Shares Held
39.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.81MShares$262 Million13.34% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.48MShares$240 Million11.9% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.53MShares$174 Million5.37% of portfolio
-
Wells Fargo & Company San Francisco, CA2.42MShares$167 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.22MShares$153 Million25.11% of portfolio