Shore Haven Wealth Partners, LLC Ishares Tr Transaction History
Shore Haven Wealth Partners, LLC
- $203 Million
- Q4 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 402,888 shares of LRGF stock, worth $22 Million. This represents 11.99% of its overall portfolio holdings.
Number of Shares
402,888
Previous 410,126
1.76%
Holding current value
$22 Million
Previous $24.1 Million
0.88%
% of portfolio
11.99%
Previous 11.91%
Shares
8 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