Wfa Of San Diego, LLC Leuthold Fds Inc Core ETF Transaction History
Wfa Of San Diego, LLC
- $109 Million
- Q2 2024
A detailed history of Wfa Of San Diego, LLC transactions in Leuthold Fds Inc Core ETF stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 1,622 shares of LCR stock, worth $57,175. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,622
Previous 1,996
18.74%
Holding current value
$57,175
Previous $60,000
10.0%
% of portfolio
0.05%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding LCR
# of Institutions
21Shares Held
2.61MCall Options Held
0Put Options Held
0-
Bridgeworth, LLC Birmingham, AL906KShares$31.9 Million2.89% of portfolio
-
Savant Capital, LLC834KShares$29.4 Million0.28% of portfolio
-
Legend Financial Advisors, Inc. Pittsburgh, PA243KShares$8.58 Million5.82% of portfolio
-
Spire Wealth Management156KShares$5.52 Million0.19% of portfolio
-
Mowery & Schoenfeld Wealth Management, LLC Lincolnshire, IL111KShares$3.92 Million5.38% of portfolio