Cozad Asset Management Inc Ishares Tr Transaction History
Cozad Asset Management Inc
- $1.04 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding LRGF
# of Institutions
221Shares Held
34.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.68MShares$212 Million13.33% of portfolio
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Halbert Hargrove Global Advisors, LLC3.39MShares$196 Million11.09% of portfolio
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Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$114 Million4.11% of portfolio
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Wells Fargo & Company San Francisco, CA1.85MShares$107 Million0.03% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX1.84MShares$106 Million22.74% of portfolio