Emerald Advisors, LLC Ishares Tr Transaction History
Emerald Advisors, LLC
- $774 Million
- Q2 2025
Shares
5 transactions
Others Institutions Holding LRGF
# of Institutions
228Shares Held
37.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.82MShares$265 Million13.3% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.4MShares$236 Million11.52% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX2.1MShares$145 Million24.22% of portfolio
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Wells Fargo & Company San Francisco, CA1.99MShares$138 Million0.03% of portfolio
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Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$137 Million4.27% of portfolio