Tolleson Wealth Management, Inc. Ishares Tr Transaction History
Tolleson Wealth Management, Inc.
- $511 Million
- Q1 2024
A detailed history of Tolleson Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 2,058,764 shares of LRGF stock, worth $115 Million. This represents 21.68% of its overall portfolio holdings.
Number of Shares
2,058,764
Previous 1,877,176
9.67%
Holding current value
$115 Million
Previous $90.6 Million
22.21%
% of portfolio
21.68%
Previous 18.68%
Shares
6 transactions
Others Institutions Holding LRGF
# of Institutions
183Shares Held
29.8MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.3MShares$240 Million14.98% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.05MShares$114 Million4.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$98.8 Million0.02% of portfolio
-
Plancorp, LLC1.46MShares$81.3 Million3.42% of portfolio
-
Ullmann Wealth Partners Group, LLC1.42MShares$78.8 Million11.33% of portfolio