Brass Tax Wealth Management, Inc Ishares Tr Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares Tr stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 4,246 shares of LRGF stock, worth $265,926. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,246
Previous 4,246
-0.0%
Holding current value
$265,926
Previous $236 Million
99.89%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding LRGF
# of Institutions
211Shares Held
33.7MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.68MShares$231 Million13.33% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.35MShares$210 Million11.27% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.97MShares$124 Million4.3% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.95MShares$122 Million21.87% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$116 Million0.03% of portfolio