Sterneck Capital Management, LLC Ishares Tr Transaction History
Sterneck Capital Management, LLC
- $179 Million
- Q3 2024
A detailed history of Sterneck Capital Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sterneck Capital Management, LLC holds 94,722 shares of LRGF stock, worth $5.67 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
94,722
Previous 99,148
4.46%
Holding current value
$5.67 Million
Previous $5.52 Million
0.82%
% of portfolio
3.1%
Previous 3.21%
Shares
24 transactions
Others Institutions Holding LRGF
# of Institutions
197Shares Held
32.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.29MShares$257 Million15.13% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$196 Million10.63% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.04MShares$122 Million4.26% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.03MShares$121 Million22.29% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$111 Million0.03% of portfolio