Modern Wealth Management, LLC Ishares Tr Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 241,441 shares of LRGF stock, worth $15.7 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
241,441
Previous 241,441
-0.0%
Holding current value
$15.7 Million
Previous $14 Billion
99.9%
% of portfolio
0.46%
Previous 0.45%
Shares
1 transactions
Others Institutions Holding LRGF
# of Institutions
225Shares Held
35.8MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.73MShares$243 Million12.71% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.4MShares$222 Million11.52% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$129 Million4.27% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.88MShares$123 Million21.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$123 Million0.03% of portfolio