Kingsview Wealth Management, LLC Ishares Tr Transaction History
Kingsview Wealth Management, LLC
- $5.28 Billion
- Q2 2025
A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 67,197 shares of LRGF stock, worth $4.61 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
67,197
              Previous 67,972
              
        
           1.14%
        
      
          
        Holding current value
$4.61 Million
            Previous $3.93 Million
            
        
           9.53%
        
      
          
        % of portfolio
0.08%
            Previous 0.08%
          
        Shares
	  12 transactions
	
  Others Institutions Holding LRGF
# of Institutions
233Shares Held
37.8MCall Options Held
0Put Options Held
0- 
    
      Strategic Financial Services, Inc, Utica, NY3.82MShares$262 Million13.3% of portfolio
- 
    
      Halbert Hargrove Global Advisors, LLC3.48MShares$239 Million11.9% of portfolio
- 
    
      Sig Fig Wealth Management, LLC San Francisco, CA2.49MShares$171 Million5.44% of portfolio
- 
    
      Tolleson Wealth Management, Inc. Dallas, TX2.1MShares$144 Million24.22% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA1.99MShares$136 Million0.03% of portfolio