Quadrant Private Wealth Management, LLC Ishares Tr Transaction History
Quadrant Private Wealth Management, LLC
- $399 Million
- Q4 2024
A detailed history of Quadrant Private Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Quadrant Private Wealth Management, LLC holds 13,432 shares of LRGF stock, worth $772,742. This represents 0.2% of its overall portfolio holdings.
Number of Shares
13,432
Previous 13,099
2.54%
Holding current value
$772,742
Previous $769,000
5.33%
% of portfolio
0.2%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding LRGF
# of Institutions
216Shares Held
34.5MCall 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