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 $374,492. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,192
Previous 6,192
-0.0%
Holding current value
$374,492
Previous $344,000
5.52%
% of portfolio
0.06%
Previous 0.07%
Shares
12 transactions
Others Institutions Holding LRGF
# of Institutions
199Shares Held
32.7MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$254 Million14.69% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$198 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$118 Million21.87% of portfolio
-
Wells Fargo & Company San Francisco, CA1.79MShares$108 Million0.02% of portfolio