Brass Tax Wealth Management, Inc Ishares Tr Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares Tr stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 4,246 shares of LRGF stock, worth $256,203. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,246
Previous 4,246
-0.0%
Holding current value
$256,203
Previous $236 Million
99.89%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding LRGF
# of Institutions
201Shares Held
32.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$253 Million14.69% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$197 Million10.63% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$119 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