Laurel Wealth Advisors, Inc. Ishares Tr Transaction History
Laurel Wealth Advisors, Inc.
- $1.01 Billion
- Q4 2022
Shares
6 transactions
Others Institutions Holding LRGF
# of Institutions
236Shares Held
38.2MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.82MShares$266 Million13.3% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.48MShares$243 Million11.9% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.49MShares$173 Million5.44% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.1MShares$146 Million24.22% of portfolio
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Wells Fargo & Company San Francisco, CA1.99MShares$139 Million0.03% of portfolio