Brass Tax Wealth Management, Inc Ishares Tr Transaction History
Brass Tax Wealth Management, Inc
- $519 Billion
- Q2 2025
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 $294,035. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,246
Previous 4,246
-0.0%
Holding current value
$294,035
Previous $246 Million
10.8%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding LRGF
# of Institutions
229Shares Held
37.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.82MShares$265 Million13.3% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.4MShares$236 Million11.52% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.1MShares$145 Million24.22% of portfolio
-
Wells Fargo & Company San Francisco, CA1.99MShares$138 Million0.03% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$137 Million4.27% of portfolio