Ruedi Wealth Management, Inc. Ishares Tr Transaction History
Ruedi Wealth Management, Inc.
- $238 Billion
- Q1 2024
Shares
4 transactions
Others Institutions Holding LRGF
# of Institutions
184Shares Held
29.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.3MShares$244 Million14.98% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.06MShares$117 Million21.68% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.05MShares$116 Million4.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$100 Million0.02% of portfolio
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Plancorp, LLC1.46MShares$82.6 Million3.42% of portfolio