Wealth Enhancement Advisory Services, LLC Ishares Tr Transaction History
Wealth Enhancement Advisory Services, LLC
- $49 Billion
- Q1 2025
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 208,283 shares of LRGF stock, worth $12.5 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
208,283
Previous 320,499
35.01%
Holding current value
$12.5 Million
Previous $19.3 Million
38.05%
% of portfolio
0.02%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding LRGF
# of Institutions
223Shares Held
36MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.73MShares$224 Million12.71% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.39MShares$204 Million11.09% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$119 Million4.11% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.88MShares$113 Million21.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$113 Million0.03% of portfolio