Smallwood Wealth Investment Management, LLC Ishares Tr Transaction History
Smallwood Wealth Investment Management, LLC
- $185 Million
- Q3 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 1 shares of LRGF stock, worth $68. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1Holding current value
$68% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding LRGF
# of Institutions
233Shares Held
37.8MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.82MShares$262 Million13.3% of portfolio
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Halbert Hargrove Global Advisors, LLC3.48MShares$239 Million11.9% of portfolio
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Sig Fig Wealth Management, LLC San Francisco, CA2.49MShares$171 Million5.44% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX2.1MShares$144 Million24.22% of portfolio
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Wells Fargo & Company San Francisco, CA1.99MShares$136 Million0.03% of portfolio