Partners In Financial Planning Ishares Tr Transaction History
Partners In Financial Planning
- $490 Billion
- Q4 2024
A detailed history of Partners In Financial Planning transactions in Ishares Tr stock. As of the latest transaction made, Partners In Financial Planning holds 20,477 shares of LRGF stock, worth $1.31 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
20,477Holding current value
$1.31 Million% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding LRGF
# of Institutions
216Shares Held
34.2MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.68MShares$235 Million13.33% of portfolio
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Halbert Hargrove Global Advisors, LLC3.35MShares$214 Million11.27% of portfolio
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Sig Fig Wealth Management, LLC San Francisco, CA1.97MShares$126 Million4.3% of portfolio
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Wells Fargo & Company San Francisco, CA1.85MShares$118 Million0.03% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX1.84MShares$117 Million22.74% of portfolio