Diversify Advisory Services, LLC Ishares Tr Transaction History
Diversify Advisory Services, LLC
- $2.98 Trillion
- Q3 2025
A detailed history of Diversify Advisory Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 49,024 shares of LRGF stock, worth $3.37 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
49,024
Previous 49,016
0.02%
Holding current value
$3.37 Million
Previous $3.26 Billion
5.59%
% of portfolio
0.12%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding LRGF
# of Institutions
238Shares Held
39.2MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.81MShares$262 Million13.34% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.48MShares$240 Million11.9% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.49MShares$171 Million5.44% of portfolio
-
Wells Fargo & Company San Francisco, CA2.42MShares$167 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.22MShares$153 Million25.11% of portfolio