Nova R Wealth, Inc. Ishares Tr Transaction History
Nova R Wealth, Inc.
- $186 Million
- Q2 2024
A detailed history of Nova R Wealth, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Nova R Wealth, Inc. holds 99,617 shares of LRGF stock, worth $5.7 Million. This represents 2.98% of its overall portfolio holdings.
Number of Shares
99,617
Previous 99,412
0.21%
Holding current value
$5.7 Million
Previous $5.35 Million
3.7%
% of portfolio
2.98%
Previous 2.91%
Shares
10 transactions
Others Institutions Holding LRGF
# of Institutions
195Shares Held
32MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.29MShares$245 Million15.13% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.21MShares$183 Million10.36% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.04MShares$117 Million4.26% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.03MShares$116 Million22.29% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$106 Million0.03% of portfolio