Quadrant Private Wealth Management, LLC Ishares Tr Transaction History
Quadrant Private Wealth Management, LLC
- $399 Million
- Q3 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 13,099 shares of LRGF stock, worth $792,227. This represents 0.19% of its overall portfolio holdings.
Number of Shares
13,099
Previous 11,179
17.18%
Holding current value
$792,227
Previous $622,000
23.63%
% of portfolio
0.19%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding LRGF
# of Institutions
199Shares Held
32.7MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$254 Million14.69% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$198 Million10.63% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$120 Million4.22% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.95MShares$118 Million21.87% of portfolio
-
Wells Fargo & Company San Francisco, CA1.79MShares$108 Million0.02% of portfolio