Wealth Enhancement Advisory Services, LLC Ishares Tr Transaction History
Wealth Enhancement Advisory Services, LLC
- $44.5 Billion
- Q3 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 329,618 shares of LRGF stock, worth $19.8 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
329,618
Previous 352,145
6.4%
Holding current value
$19.8 Million
Previous $19.6 Million
1.22%
% of portfolio
0.04%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding LRGF
# of Institutions
201Shares Held
32.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$252 Million14.69% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$197 Million10.63% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$119 Million4.22% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.95MShares$117 Million21.87% of portfolio
-
Wells Fargo & Company San Francisco, CA1.79MShares$108 Million0.02% of portfolio