Diversify Advisory Services, LLC Ishares Tr Transaction History
Diversify Advisory Services, LLC
- $1.81 Trillion
- Q4 2024
A detailed history of Diversify Advisory Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 52,466 shares of LRGF stock, worth $3.24 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
52,466
Previous 47,216
11.12%
Holding current value
$3.24 Million
Previous $2.83 Billion
11.34%
% of portfolio
0.17%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding LRGF
# of Institutions
217Shares Held
34.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.68MShares$228 Million13.33% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.35MShares$207 Million11.27% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.97MShares$122 Million4.3% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$114 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.84MShares$114 Million22.74% of portfolio