Halbert Hargrove Global Advisors, LLC Ishares Tr Call Options Transaction History
Halbert Hargrove Global Advisors, LLC
- $1.76 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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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
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Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$113 Million4.11% of portfolio
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Wells Fargo & Company San Francisco, CA1.85MShares$106 Million0.03% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX1.84MShares$105 Million22.74% of portfolio
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Ullmann Wealth Partners Group, LLC1.52MShares$86.9 Million11.68% of portfolio