Western Wealth Management, LLC Ishares Tr Transaction History
Western Wealth Management, LLC
- $1.62 Billion
- Q2 2025
Shares
3 transactions
Others Institutions Holding LRGF
# of Institutions
223Shares Held
35.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.82MShares$252 Million13.3% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.4MShares$225 Million11.52% of portfolio
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Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$131 Million4.27% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX1.88MShares$124 Million21.04% of portfolio
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Wells Fargo & Company San Francisco, CA1.88MShares$124 Million0.03% of portfolio