Quadrant Private Wealth Management, LLC Ishares Tr Transaction History
Quadrant Private Wealth Management, LLC
- $399 Million
- Q4 2024
A detailed history of Quadrant Private Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Quadrant Private Wealth Management, LLC holds 13,432 shares of LRGF stock, worth $839,097. This represents 0.2% of its overall portfolio holdings.
Number of Shares
13,432
Previous 13,099
2.54%
Holding current value
$839,097
Previous $769,000
5.33%
% of portfolio
0.2%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding LRGF
# of Institutions
203Shares Held
33.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$262 Million14.69% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$204 Million10.63% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$123 Million4.22% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.95MShares$122 Million21.87% of portfolio
-
Wells Fargo & Company San Francisco, CA1.79MShares$112 Million0.02% of portfolio