Addison Advisors LLC Ishares Tr Transaction History
Addison Advisors LLC
- $336 Million
- Q4 2024
A detailed history of Addison Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Addison Advisors LLC holds 71,791 shares of LRGF stock, worth $4.29 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
71,791
Previous 74,834
4.07%
Holding current value
$4.29 Million
Previous $4.4 Million
1.48%
% of portfolio
1.29%
Previous 1.29%
Shares
16 transactions
Others Institutions Holding LRGF
# of Institutions
216Shares Held
34.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.68MShares$220 Million13.33% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.35MShares$200 Million11.27% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.97MShares$118 Million4.3% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$111 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.84MShares$110 Million22.74% of portfolio