Trust CO Of Vermont Ishares Tr Transaction History

Trust CO Of Vermont

$1.98 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 09, 2024	BUY	$50.75 - $56.08 $4,669 - $5,159	92 New	92 $5,000
Q3 2019 Oct 24, 2019	SELL	$31.79 - $32.53 $21,935 - $22,445	-690 Closed	0 $0
Q2 2019 Jul 26, 2019	BUY	N/A	690 New	690 $22,000

Others Institutions Holding LRGF

# of Institutions

201

Shares Held

32.9M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

4.2M
Shares

$255 Million
14.69% of portfolio
Halbert Hargrove Global Advisors, LLC

3.27M
Shares

$199 Million
10.63% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$120 Million
4.22% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.95M
Shares

$119 Million
21.87% of portfolio
Wells Fargo & Company San Francisco, CA

1.79M
Shares

$109 Million
0.02% of portfolio

About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

More about LRGF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Trust CO Of Vermont, based on Form 13F filings with the SEC.

News

Stay updated on Trust CO Of Vermont with notifications on news.