Steward Partners Investment Advisory, LLC Ishares Tr Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 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 $279,595. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,522
Previous 4,539
0.37%
Holding current value
$279,595
Previous $244,000
2.87%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding LRGF
# of Institutions
196Shares Held
32.8MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.29MShares$265 Million15.13% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$202 Million10.63% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.04MShares$126 Million4.26% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.03MShares$125 Million22.29% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$114 Million0.03% of portfolio