Smith, Salley & Associates Ishares Tr Transaction History
Smith, Salley & Associates
- $1.48 Billion
- Q3 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 $1.57 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
25,814
Previous 25,814
-0.0%
Holding current value
$1.57 Million
Previous $1.44 Million
5.57%
% of portfolio
0.1%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding LRGF
# of Institutions
201Shares Held
32.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$255 Million14.69% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$199 Million10.63% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$120 Million4.22% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.95MShares$119 Million21.87% of portfolio
-
Wells Fargo & Company San Francisco, CA1.79MShares$109 Million0.02% of portfolio