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 $412,740. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,000
Previous 6,000
-0.0%
Holding current value
$412,740
Previous $217,000
7.83%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding LRGF
# of Institutions
237Shares Held
39.2MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.81MShares$262 Million13.34% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.56MShares$245 Million12.02% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.53MShares$174 Million5.37% of portfolio
-
Wells Fargo & Company San Francisco, CA2.42MShares$167 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.22MShares$153 Million25.11% of portfolio