Baron Silver Stevens Financial Advisors, LLC Ishares Tr Transaction History
Baron Silver Stevens Financial Advisors, LLC
- $587 Million
- Q4 2024
A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 6,192 shares of LRGF stock, worth $356,225. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,192
Previous 6,192
-0.0%
Holding current value
$356,225
Previous $363,000
2.75%
% of portfolio
0.06%
Previous 0.06%
Shares
12 transactions
Others Institutions Holding LRGF
# of Institutions
216Shares Held
34.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.68MShares$212 Million13.33% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.35MShares$193 Million11.27% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.97MShares$114 Million4.3% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$106 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.84MShares$106 Million22.74% of portfolio