Sowell Financial Services LLC Ishares Tr Transaction History
Sowell Financial Services LLC
- $2.46 Billion
- Q3 2025
A detailed history of Sowell Financial Services LLC transactions in Ishares Tr stock. As of the latest transaction made, Sowell Financial Services LLC holds 12,509 shares of LRGF stock, worth $857,742. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,509
Previous 8,968
39.48%
Holding current value
$857,742
Previous $575,000
50.26%
% of portfolio
0.04%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding LRGF
# of Institutions
230Shares Held
37.3MCall 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
-
Tolleson Wealth Management, Inc. Dallas, TX2.1MShares$144 Million24.22% of portfolio
-
Wells Fargo & Company San Francisco, CA1.99MShares$136 Million0.03% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$136 Million4.27% of portfolio