Moneta Group Investment Advisors LLC Ishares Tr Transaction History
Moneta Group Investment Advisors LLC
- $7.05 Billion
- Q4 2024
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 5,266 shares of LRGF stock, worth $328,545. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,266Holding current value
$328,545% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding LRGF
# of Institutions
216Shares Held
34.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.68MShares$230 Million13.33% of portfolio
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Halbert Hargrove Global Advisors, LLC3.35MShares$209 Million11.27% of portfolio
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Sig Fig Wealth Management, LLC San Francisco, CA1.97MShares$123 Million4.3% of portfolio
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Wells Fargo & Company San Francisco, CA1.85MShares$115 Million0.03% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX1.84MShares$115 Million22.74% of portfolio