Warren Averett Asset Management, LLC Ishares Tr Transaction History
Warren Averett Asset Management, LLC
- $4.21 Billion
- Q1 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 1,932 shares of LRGF stock, worth $107,593. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,932Holding current value
$107,593% of portfolio
0.0%Shares
1 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
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Tolleson Wealth Management, Inc. Dallas, TX2.06MShares$115 Million21.68% of portfolio
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Sig Fig Wealth Management, LLC San Francisco, CA2.05MShares$114 Million4.04% of portfolio
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Wells Fargo & Company San Francisco, CA1.77MShares$98.8 Million0.02% of portfolio
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Plancorp, LLC1.46MShares$81.3 Million3.42% of portfolio