Baron Silver Stevens Financial Advisors, LLC Ishares Tr Transaction History
Baron Silver Stevens Financial Advisors, LLC
- $569 Million
- Q3 2024
A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 6,192 shares of LRGF stock, worth $376,968. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,192
Previous 6,192
-0.0%
Holding current value
$376,968
Previous $344,000
5.52%
% of portfolio
0.06%
Previous 0.07%
Shares
12 transactions
Others Institutions Holding LRGF
# of Institutions
201Shares Held
32.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$255 Million14.69% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$199 Million10.63% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$120 Million4.22% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.95MShares$119 Million21.87% of portfolio
-
Wells Fargo & Company San Francisco, CA1.79MShares$109 Million0.02% of portfolio