Diversify Advisory Services, LLC Ishares Tr Transaction History
Diversify Advisory Services, LLC
- $1.6 Trillion
- Q1 2025
A detailed history of Diversify Advisory Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 50,504 shares of LRGF stock, worth $2.91 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
50,504
Previous 52,466
3.74%
Holding current value
$2.91 Million
Previous $3.15 Billion
7.7%
% of portfolio
0.18%
Previous 0.17%
Shares
5 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
-
Halbert Hargrove Global Advisors, LLC3.39MShares$196 Million11.09% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$114 Million4.11% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$107 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.84MShares$106 Million22.74% of portfolio