Conrad Siegel Investment Advisors, Inc. Ishares Tr Transaction History
Conrad Siegel Investment Advisors, Inc.
- $371 Million
- Q4 2024
A detailed history of Conrad Siegel Investment Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Conrad Siegel Investment Advisors, Inc. holds 402,574 shares of LRGF stock, worth $25.2 Million. This represents 6.55% of its overall portfolio holdings.
Number of Shares
402,574
Previous 435,192
7.5%
Holding current value
$25.2 Million
Previous $25.6 Million
5.01%
% of portfolio
6.55%
Previous 6.91%
Shares
4 transactions
Others Institutions Holding LRGF
# of Institutions
206Shares Held
33.5MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$262 Million14.69% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.35MShares$209 Million11.27% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$124 Million4.22% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.95MShares$122 Million21.87% of portfolio
-
Wells Fargo & Company San Francisco, CA1.79MShares$112 Million0.02% of portfolio