Conrad Siegel Investment Advisors, Inc. Ishares Tr Transaction History
Conrad Siegel Investment Advisors, Inc.
- $389 Million
- Q1 2025
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 411,094 shares of LRGF stock, worth $23.7 Million. This represents 6.08% of its overall portfolio holdings.
Number of Shares
411,094
Previous 402,574
2.12%
Holding current value
$23.7 Million
Previous $24.3 Million
2.65%
% of portfolio
6.08%
Previous 6.55%
Shares
5 transactions
Others Institutions Holding LRGF
# of Institutions
216Shares Held
34.5MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.68MShares$212 Million13.33% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.35MShares$193 Million11.27% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$114 Million4.11% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$106 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.84MShares$106 Million22.74% of portfolio