Baron Silver Stevens Financial Advisors, LLC Ishares Tr Transaction History
Baron Silver Stevens Financial Advisors, LLC
- $569 Million
- Q1 2025
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 $398,145. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,192
Previous 6,192
-0.0%
Holding current value
$398,145
Previous $373,000
4.02%
% of portfolio
0.06%
Previous 0.06%
Shares
12 transactions
Others Institutions Holding LRGF
# of Institutions
226Shares Held
35.5MCall 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