Moneta Group Investment Advisors LLC Ishares Tr Transaction History
Moneta Group Investment Advisors LLC
- $7.15 Billion
- Q1 2025
A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 5,315 shares of LRGF stock, worth $341,754. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,315
Previous 5,266
0.93%
Holding current value
$341,754
Previous $317,000
3.15%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding LRGF
# of Institutions
226Shares Held
35.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.73MShares$240 Million12.71% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.39MShares$218 Million11.09% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$127 Million4.11% 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