Win Advisors, Inc Ishares Tr Transaction History

Win Advisors, Inc

$182 Million
Q1 2025

A detailed history of Win Advisors, Inc transactions in Ishares Tr stock. As of the latest transaction made, Win Advisors, Inc holds 31,864 shares of LRGF stock, worth $1.74 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

31,864

Holding current value

$1.74 Million

% of portfolio

1.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$56.95 - $63.95 $1.81 Million - $2.04 Million	31,864 New	31,864 $1.84 Million

Others Institutions Holding LRGF

# of Institutions

220

Shares Held

34.7M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

3.68M
Shares

$201 Million
13.33% of portfolio
Halbert Hargrove Global Advisors, LLC

3.39M
Shares

$185 Million
11.09% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$108 Million
4.11% of portfolio
Wells Fargo & Company San Francisco, CA

1.85M
Shares

$101 Million
0.03% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.84M
Shares

$100 Million
22.74% of portfolio

View Full List

About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

More about LRGF

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