Lehman & Derafelo Financial Resources LLC Ishares Tr Transaction History
Lehman & Derafelo Financial Resources LLC
- $337 Million
- Q4 2022
A detailed history of Lehman & Derafelo Financial Resources LLC transactions in Ishares Tr stock. As of the latest transaction made, Lehman & Derafelo Financial Resources LLC holds 6,000 shares of LRGF stock, worth $327,600. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,000
Previous 6,000
-0.0%
Holding current value
$327,600
Previous $217,000
7.83%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding LRGF
# of Institutions
216Shares Held
34.6MCall 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