West Paces Advisors Inc. Ishares Tr Transaction History

West Paces Advisors Inc.

$408 Billion
Q3 2024

A detailed history of West Paces Advisors Inc. transactions in Ishares Tr stock. As of the latest transaction made, West Paces Advisors Inc. holds 11 shares of LRGF stock, worth $692. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$692

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	BUY	$52.89 - $58.77 $581 - $646	11 New	11 $646,000

Others Institutions Holding LRGF

# of Institutions

199

Shares Held

33M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

4.2M
Shares

$264 Million
14.69% of portfolio
Halbert Hargrove Global Advisors, LLC

3.27M
Shares

$206 Million
10.63% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$124 Million
4.22% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.95M
Shares

$123 Million
21.87% of portfolio
Wells Fargo & Company San Francisco, CA

1.79M
Shares

$113 Million
0.02% of portfolio

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About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

More about LRGF

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