Savvy Advisors, Inc. Ishares Tr Transaction History
Savvy Advisors, Inc.
- $1.46 Billion
- Q2 2025
A detailed history of Savvy Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Savvy Advisors, Inc. holds 5,447 shares of LRGF stock, worth $373,500. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,447
Previous 5,447
-0.0%
Holding current value
$373,500
Previous $315,000
10.79%
% of portfolio
0.02%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding LRGF
# of Institutions
235Shares Held
38MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.82MShares$262 Million13.3% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.48MShares$239 Million11.9% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.49MShares$171 Million5.44% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.1MShares$144 Million24.22% of portfolio
-
Wells Fargo & Company San Francisco, CA1.99MShares$136 Million0.03% of portfolio