Pensionmark Financial Group, LLC Ishares Tr Transaction History
Pensionmark Financial Group, LLC
- $3.54 Billion
- Q4 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 161,000 shares of LRGF stock, worth $9.38 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
161,000
Previous 153,014
5.22%
Holding current value
$9.38 Million
Previous $8.99 Million
8.05%
% of portfolio
0.27%
Previous 0.29%
Shares
21 transactions
Others Institutions Holding LRGF
# of Institutions
216Shares Held
34.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.68MShares$214 Million13.33% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.35MShares$195 Million11.27% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.97MShares$115 Million4.3% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$108 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.84MShares$107 Million22.74% of portfolio