Steward Partners Investment Advisory, LLC Ishares Tr Transaction History
Steward Partners Investment Advisory, LLC
- $11 Billion
- Q4 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 $288,458. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,522
Previous 4,522
-0.0%
Holding current value
$288,458
Previous $265,000
2.64%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding LRGF
# of Institutions
216Shares Held
34.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.68MShares$235 Million13.33% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.35MShares$214 Million11.27% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.97MShares$126 Million4.3% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$118 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.84MShares$117 Million22.74% of portfolio