Leonard Rickey Investment Advisors P.L.L.C. Ishares Trust Ishares Msci Glo Transaction History
Leonard Rickey Investment Advisors P.L.L.C.
- $434 Million
- Q4 2024
A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 9,504 shares of SDG stock, worth $684,478. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,504
Previous 9,503
0.01%
Holding current value
$684,478
Previous $805,000
15.53%
% of portfolio
0.16%
Previous 0.19%
Shares
21 transactions
Others Institutions Holding SDG
# of Institutions
128Shares Held
1.38MCall Options Held
0Put Options Held
0-
Cwm, LLC290KShares$20.9 Million0.11% of portfolio
-
Mission Wealth Management, LP118KShares$8.5 Million0.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC107KShares$7.71 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC66.2KShares$4.77 Million0.0% of portfolio
-
Dynamic Advisor Solutions LLC51.7KShares$3.72 Million0.16% of portfolio