Kingsview Wealth Management, LLC Ishares Tr Transaction History
Kingsview Wealth Management, LLC
- $4.71 Billion
- Q4 2024
A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 69,090 shares of LRGF stock, worth $3.77 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
69,090
Previous 68,087
1.47%
Holding current value
$3.77 Million
Previous $4 Million
4.2%
% of portfolio
0.09%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding LRGF
# of Institutions
217Shares Held
34.5MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.68MShares$201 Million13.33% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.39MShares$185 Million11.09% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$108 Million4.11% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$101 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.84MShares$100 Million22.74% of portfolio