Steward Partners Investment Advisory, LLC Ishares Tr Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 4,522 shares of LRGF stock, worth $280,183. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,522
Previous 4,522
-0.0%
Holding current value
$280,183
Previous $251,000
5.58%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding LRGF
# of Institutions
199Shares Held
32.7MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$260 Million14.69% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$203 Million10.63% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$122 Million4.22% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.95MShares$121 Million21.87% of portfolio
-
Wells Fargo & Company San Francisco, CA1.79MShares$111 Million0.02% of portfolio