Retirement Planning Group Ishares Tr Transaction History
Retirement Planning Group
- $1.64 Billion
- Q2 2025
A detailed history of Retirement Planning Group transactions in Ishares Tr stock. As of the latest transaction made, Retirement Planning Group holds 9,895 shares of LRGF stock, worth $678,500. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,895
Previous 9,932
0.37%
Holding current value
$678,500
Previous $571,000
11.03%
% of portfolio
0.04%
Previous 0.04%
Shares
20 transactions
Others Institutions Holding LRGF
# of Institutions
231Shares Held
37.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.82MShares$262 Million13.3% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.48MShares$239 Million11.9% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.49MShares$171 Million5.44% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.1MShares$144 Million24.22% of portfolio
-
Wells Fargo & Company San Francisco, CA1.99MShares$136 Million0.03% of portfolio