Life Goal Wealth Advisors Ishares Tr Transaction History
Life Goal Wealth Advisors
- $120 Billion
- Q3 2025
A detailed history of Life Goal Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Life Goal Wealth Advisors holds 172,924 shares of LRGF stock, worth $11.9 Million. This represents 9.93% of its overall portfolio holdings.
Number of Shares
172,924
Previous 155,356
11.31%
Holding current value
$11.9 Million
Previous $9.96 Billion
19.96%
% of portfolio
9.93%
Previous 9.47%
Shares
4 transactions
Others Institutions Holding LRGF
# of Institutions
238Shares 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, LLC3.48MShares$240 Million11.9% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.49MShares$171 Million5.44% 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