Orion Portfolio Solutions, LLC Ishares Tr Transaction History
Orion Portfolio Solutions, LLC
- $8.97 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding LRGF
# of Institutions
196Shares Held
32.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.29MShares$247 Million15.13% of portfolio
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Halbert Hargrove Global Advisors, LLC3.21MShares$185 Million10.36% of portfolio
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Sig Fig Wealth Management, LLC San Francisco, CA2.04MShares$117 Million4.26% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX2.03MShares$117 Million22.29% of portfolio
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Wells Fargo & Company San Francisco, CA1.85MShares$106 Million0.03% of portfolio