Kingsview Wealth Management, LLC Ishares Tr Put Options Transaction History

Kingsview Wealth Management, LLC

$5.28 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding LRGF

# of Institutions

234

Shares Held

37.8M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.82M
Shares

$262 Million
13.3% of portfolio
Halbert Hargrove Global Advisors, LLC

3.48M
Shares

$239 Million
11.9% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

2.49M
Shares

$171 Million
5.44% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.1M
Shares

$144 Million
24.22% of portfolio
Wells Fargo & Company San Francisco, CA

1.99M
Shares

$136 Million
0.03% of portfolio

About ISHARES TR

Ticker LRGF
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