Retirement Planning Group Ishares Tr Transaction History
Retirement Planning Group
- $1.66 Billion
- Q4 2024
A detailed history of Retirement Planning Group transactions in Ishares Tr stock. As of the latest transaction made, Retirement Planning Group holds 12,609 shares of LRGF stock, worth $806,219. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,609
Previous 8,995
40.18%
Holding current value
$806,219
Previous $528,000
43.94%
% of portfolio
0.05%
Previous 0.03%
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$235 Million13.33% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.35MShares$214 Million11.27% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.97MShares$126 Million4.3% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$118 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.84MShares$117 Million22.74% of portfolio