Herold Advisors, Inc. Ishares Tr Transaction History
Herold Advisors, Inc.
- $449 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding LRGF
# of Institutions
201Shares Held
32.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$255 Million14.69% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$199 Million10.63% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$120 Million4.22% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.95MShares$119 Million21.87% of portfolio
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Wells Fargo & Company San Francisco, CA1.79MShares$109 Million0.02% of portfolio