Herold Advisors, Inc. Ishares Tr Transaction History
Herold Advisors, Inc.
- $423 Million
- Q2 2024
Shares
4 transactions
Others Institutions Holding LRGF
# of Institutions
196Shares Held
32.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.29MShares$251 Million15.13% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.21MShares$188 Million10.36% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.04MShares$120 Million4.26% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.03MShares$119 Million22.29% of portfolio
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Wells Fargo & Company San Francisco, CA1.85MShares$108 Million0.03% of portfolio