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 $651,486. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,895
Previous 9,932
0.37%
Holding current value
$651,486
Previous $571,000
11.03%
% of portfolio
0.04%
Previous 0.04%
Shares
20 transactions
Others Institutions Holding LRGF
# of Institutions
225Shares Held
35.8MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.73MShares$245 Million12.71% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.4MShares$224 Million11.52% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$130 Million4.27% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.88MShares$124 Million21.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$124 Million0.03% of portfolio