Envestnet Portfolio Solutions, Inc. Ishares Tr Transaction History
Envestnet Portfolio Solutions, Inc.
- $23.7 Billion
- Q1 2025
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 5,328 shares of LRGF stock, worth $304,388. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,328
Previous 5,328
-0.0%
Holding current value
$304,388
Previous $321,000
4.05%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding LRGF
# of Institutions
220Shares Held
34.7MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.68MShares$210 Million13.33% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.39MShares$194 Million11.09% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$113 Million4.11% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$106 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.84MShares$105 Million22.74% of portfolio