Well Done, LLC Ishares Tr Transaction History

Well Done, LLC

$545 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 16, 2020	SELL	$22.9 - $35.8 $642,757 - $1 Million	-28,068 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	28,068 New	28,068 $782,000

Others Institutions Holding LRGF

# of Institutions

201

Shares Held

33.1M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

4.2M
Shares

$259 Million
14.69% of portfolio
Halbert Hargrove Global Advisors, LLC

3.27M
Shares

$202 Million
10.63% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$122 Million
4.22% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.95M
Shares

$121 Million
21.87% of portfolio
Wells Fargo & Company San Francisco, CA

1.79M
Shares

$111 Million
0.02% of portfolio

About ISHARES TR

Ticker LRGF
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