Lehman & Derafelo Financial Resources LLC Ishares Tr Transaction History
Lehman & Derafelo Financial Resources LLC
- $337 Million
- Q4 2022
A detailed history of Lehman & Derafelo Financial Resources LLC transactions in Ishares Tr stock. As of the latest transaction made, Lehman & Derafelo Financial Resources LLC holds 6,000 shares of LRGF stock, worth $337,680. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,000
Previous 6,000
-0.0%
Holding current value
$337,680
Previous $217,000
7.83%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding LRGF
# of Institutions
184Shares Held
29.8MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.3MShares$242 Million14.98% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.06MShares$116 Million21.68% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.05MShares$115 Million4.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$99.9 Million0.02% of portfolio
-
Plancorp, LLC1.46MShares$82.2 Million3.42% of portfolio