Envestnet Portfolio Solutions, Inc. Ishares Tr Transaction History
Envestnet Portfolio Solutions, Inc.
- $28 Billion
- Q3 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 5,673 shares of LRGF stock, worth $351,669. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,673
Previous 6,589
13.9%
Holding current value
$351,669
Previous $366,000
9.02%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding LRGF
# of Institutions
201Shares Held
32.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$260 Million14.69% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$203 Million10.63% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$122 Million4.22% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.95MShares$121 Million21.87% of portfolio
-
Wells Fargo & Company San Francisco, CA1.79MShares$111 Million0.02% of portfolio