Envestnet Portfolio Solutions, Inc. Ishares Tr Transaction History
Envestnet Portfolio Solutions, Inc.
- $25.3 Billion
- Q1 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 7,365 shares of LRGF stock, worth $410,156. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,365
Previous 5,328
38.23%
Holding current value
$410,156
Previous $257,000
54.09%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding LRGF
# of Institutions
183Shares Held
29.8MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.3MShares$240 Million14.98% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.06MShares$115 Million21.68% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.05MShares$114 Million4.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$98.8 Million0.02% of portfolio
-
Plancorp, LLC1.46MShares$81.3 Million3.42% of portfolio