Life Goal Wealth Advisors Ishares Tr Transaction History
Life Goal Wealth Advisors
- $92.6 Billion
- Q1 2025
A detailed history of Life Goal Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Life Goal Wealth Advisors holds 115,814 shares of LRGF stock, worth $6.68 Million. This represents 7.24% of its overall portfolio holdings.
Number of Shares
115,814
Previous 60,087
92.74%
Holding current value
$6.68 Million
Previous $3.63 Billion
84.79%
% of portfolio
7.24%
Previous 3.93%
Shares
2 transactions
Others Institutions Holding LRGF
# of Institutions
221Shares Held
34.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.68MShares$212 Million13.33% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.39MShares$196 Million11.09% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$114 Million4.11% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$107 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.84MShares$106 Million22.74% of portfolio