Tolleson Wealth Management, Inc. Ishares Tr Call Options Transaction History

Tolleson Wealth Management, Inc.

$556 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding LRGF

# of Institutions

230

Shares Held

37.3M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.82M
Shares

$265 Million
13.3% of portfolio
Halbert Hargrove Global Advisors, LLC

3.4M
Shares

$236 Million
11.52% of portfolio
Wells Fargo & Company San Francisco, CA

1.99M
Shares

$138 Million
0.03% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$137 Million
4.27% of portfolio
Plancorp, LLC

1.74M
Shares

$121 Million
3.92% of portfolio

About ISHARES TR

Ticker LRGF
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