Brass Tax Wealth Management, Inc Ishares Tr Transaction History
Brass Tax Wealth Management, Inc
- $602 Billion
- Q3 2025
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 $292,082. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,246
Previous 4,246
-0.0%
Holding current value
$292,082
Previous $272 Million
7.72%
% of portfolio
0.05%
Previous 0.05%
Shares
2 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