Rmr Wealth Builders Ishares Tr Transaction History
Rmr Wealth Builders
- $1.17 Billion
- Q3 2025
A detailed history of Rmr Wealth Builders transactions in Ishares Tr stock. As of the latest transaction made, Rmr Wealth Builders holds 9,864 shares of LRGF stock, worth $678,544. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,864
Previous 13,550
27.2%
Holding current value
$678,544
Previous $868,000
21.54%
% of portfolio
0.06%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding LRGF
# of Institutions
240Shares Held
39.2MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.81MShares$262 Million13.34% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.48MShares$240 Million11.9% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.49MShares$171 Million5.44% of portfolio
-
Wells Fargo & Company San Francisco, CA2.42MShares$167 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.22MShares$153 Million25.11% of portfolio