Brass Tax Wealth Management, Inc Ishares Tr Transaction History
Brass Tax Wealth Management, Inc
- $476 Billion
- Q1 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares Tr stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 4,246 shares of LRGF stock, worth $273,017. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,246
Previous 4,246
-0.0%
Holding current value
$273,017
Previous $256 Million
4.09%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding LRGF
# of Institutions
223Shares Held
35.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.73MShares$240 Million12.71% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.39MShares$218 Million11.09% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$127 Million4.11% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.88MShares$121 Million21.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$121 Million0.03% of portfolio