Capital Advisors, Ltd. LLC Ishares Tr Transaction History
Capital Advisors, Ltd. LLC
- $771 Million
- Q2 2024
A detailed history of Capital Advisors, Ltd. LLC transactions in Ishares Tr stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 9,079 shares of LRGF stock, worth $531,847. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,079
Previous 9,572
5.15%
Holding current value
$531,847
Previous $515,000
1.75%
% of portfolio
0.07%
Previous 0.07%
Shares
20 transactions
Others Institutions Holding LRGF
# of Institutions
196Shares Held
32.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.29MShares$251 Million15.13% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.21MShares$188 Million10.36% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.04MShares$120 Million4.26% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.03MShares$119 Million22.29% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$108 Million0.03% of portfolio