Baron Silver Stevens Financial Advisors, LLC Ishares Tr Transaction History
Baron Silver Stevens Financial Advisors, LLC
- $527 Million
- Q2 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 $347,866. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,192
Previous 8,830
29.88%
Holding current value
$347,866
Previous $475,000
27.58%
% of portfolio
0.07%
Previous 0.09%
Shares
12 transactions
Others Institutions Holding LRGF
# of Institutions
185Shares Held
29.5MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.3MShares$242 Million14.98% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.06MShares$116 Million21.68% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.05MShares$115 Million4.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$99.7 Million0.02% of portfolio
-
Plancorp, LLC1.46MShares$82 Million3.42% of portfolio