Market Street Wealth Management Advisors LLC Ishares Tr Transaction History
Market Street Wealth Management Advisors LLC
- $551 Million
- Q2 2025
A detailed history of Market Street Wealth Management Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 34,301 shares of LRGF stock, worth $2.21 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
34,301
Previous 38,893
11.81%
Holding current value
$2.21 Million
Previous $2.24 Million
1.7%
% of portfolio
0.4%
Previous 0.43%
Shares
11 transactions
Others Institutions Holding LRGF
# of Institutions
225Shares Held
35.7MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.73MShares$240 Million12.71% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.4MShares$219 Million11.52% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$127 Million4.27% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.88MShares$121 Million21.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$121 Million0.03% of portfolio