Morse Asset Management, Inc Ishares Tr Transaction History
Morse Asset Management, Inc
- $372 Million
- Q1 2025
A detailed history of Morse Asset Management, Inc transactions in Ishares Tr stock. As of the latest transaction made, Morse Asset Management, Inc holds 2,500 shares of LRGF stock, worth $153,025. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,500
Previous 2,664
6.16%
Holding current value
$153,025
Previous $160,000
10.0%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding LRGF
# of Institutions
223Shares Held
35.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.73MShares$228 Million12.71% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.39MShares$208 Million11.09% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$121 Million4.11% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.88MShares$115 Million21.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$115 Million0.03% of portfolio