Cheviot Value Management, LLC Ishares Tr Transaction History
Cheviot Value Management, LLC
- $927 Million
- Q3 2025
A detailed history of Cheviot Value Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cheviot Value Management, LLC holds 40 shares of LRGF stock, worth $2,785. This represents 0.0% of its overall portfolio holdings.
Number of Shares
40
Previous 40
-0.0%
Holding current value
$2,785
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding LRGF
# of Institutions
236Shares Held
38MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.82MShares$266 Million13.3% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.48MShares$243 Million11.9% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.49MShares$173 Million5.44% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.1MShares$146 Million24.22% of portfolio
-
Wells Fargo & Company San Francisco, CA1.99MShares$139 Million0.03% of portfolio