Planned Solutions, Inc. Ishares Tr Transaction History
Planned Solutions, Inc.
- $231 Million
- Q1 2025
A detailed history of Planned Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Planned Solutions, Inc. holds 18,952 shares of LRGF stock, worth $1.09 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
18,952
Previous 17,364
9.15%
Holding current value
$1.09 Million
Previous $1.05 Million
4.11%
% of portfolio
0.47%
Previous 0.45%
Shares
18 transactions
Others Institutions Holding LRGF
# of Institutions
216Shares 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, LLC3.35MShares$193 Million11.27% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$114 Million4.11% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$106 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.84MShares$106 Million22.74% of portfolio