Smith, Salley & Associates Ishares Tr Transaction History
Smith, Salley & Associates
- $1.25 Billion
- Q1 2024
A detailed history of Smith, Salley & Associates transactions in Ishares Tr stock. As of the latest transaction made, Smith, Salley & Associates holds 25,814 shares of LRGF stock, worth $1.44 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
25,814
Previous 26,829
3.78%
Holding current value
$1.44 Million
Previous $1.3 Million
7.26%
% of portfolio
0.11%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding LRGF
# of Institutions
183Shares Held
29.8MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.3MShares$240 Million14.98% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.06MShares$115 Million21.68% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.05MShares$114 Million4.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$98.8 Million0.02% of portfolio
-
Plancorp, LLC1.46MShares$81.3 Million3.42% of portfolio