Hb Wealth Management, LLC Ishares Tr Transaction History
Hb Wealth Management, LLC
- $9.75 Billion
- Q4 2024
A detailed history of Hb Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Hb Wealth Management, LLC holds 152,018 shares of LRGF stock, worth $8.66 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
152,018
Previous 153,463
0.94%
Holding current value
$8.66 Million
Previous $9.02 Million
1.72%
% of portfolio
0.09%
Previous 0.1%
Shares
13 transactions
Others Institutions Holding LRGF
# of Institutions
216Shares Held
34.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.68MShares$210 Million13.33% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.35MShares$191 Million11.27% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.97MShares$112 Million4.3% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$105 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.84MShares$105 Million22.74% of portfolio