Retirement Planning Group Ishares Tr Transaction History
Retirement Planning Group
- $1.58 Billion
- Q3 2024
A detailed history of Retirement Planning Group transactions in Ishares Tr stock. As of the latest transaction made, Retirement Planning Group holds 8,995 shares of LRGF stock, worth $528,006. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,995
Previous 8,995
-0.0%
Holding current value
$528,006
Previous $500,000
5.6%
% of portfolio
0.03%
Previous 0.04%
Shares
17 transactions
Others Institutions Holding LRGF
# of Institutions
196Shares Held
32.8MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.29MShares$252 Million15.13% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$192 Million10.63% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.04MShares$120 Million4.26% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.03MShares$119 Million22.29% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$108 Million0.03% of portfolio