Coastal Investment Advisors, Inc. Ishares Tr Transaction History
Coastal Investment Advisors, Inc.
- $211 Million
- Q3 2024
A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 362 shares of LRGF stock, worth $21,712. This represents 0.01% of its overall portfolio holdings.
Number of Shares
362
Previous 707
48.8%
Holding current value
$21,712
Previous $39,000
46.15%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding LRGF
# of Institutions
200Shares Held
32.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$252 Million14.69% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$196 Million10.63% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$119 Million4.22% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.95MShares$117 Million21.87% of portfolio
-
Wells Fargo & Company San Francisco, CA1.79MShares$108 Million0.02% of portfolio