Caldwell Trust CO Ishares Tr Transaction History
Caldwell Trust CO
- $1.07 Trillion
- Q3 2025
A detailed history of Caldwell Trust CO transactions in Ishares Tr stock. As of the latest transaction made, Caldwell Trust CO holds 335 shares of LRGF stock, worth $23,044. This represents 0.0% of its overall portfolio holdings.
Number of Shares
335
Previous 335
-0.0%
Holding current value
$23,044
Previous $21.5 Million
7.72%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding LRGF
# of Institutions
241Shares Held
39.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.81MShares$262 Million13.34% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.48MShares$240 Million11.9% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.49MShares$171 Million5.44% of portfolio
-
Wells Fargo & Company San Francisco, CA2.42MShares$167 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.22MShares$153 Million25.11% of portfolio