Capital Analysts, LLC Ishares Tr Transaction History
Capital Analysts, LLC
- $2.45 Billion
- Q3 2024
A detailed history of Capital Analysts, LLC transactions in Ishares Tr stock. As of the latest transaction made, Capital Analysts, LLC holds 5,576 shares of LRGF stock, worth $346,938. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,576
Previous 5,576
-0.0%
Holding current value
$346,938
Previous $311,000
5.47%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding LRGF
# of Institutions
200Shares Held
32.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$261 Million14.69% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$203 Million10.63% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$123 Million4.22% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.95MShares$121 Million21.87% of portfolio
-
Wells Fargo & Company San Francisco, CA1.79MShares$112 Million0.02% of portfolio