Brass Tax Wealth Management, Inc Ishares Tr Put Options Transaction History

Brass Tax Wealth Management, Inc

$252 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding LRGF

# of Institutions

211

Shares Held

33.7M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.68M
Shares

$231 Million
13.33% of portfolio
Halbert Hargrove Global Advisors, LLC

3.35M
Shares

$210 Million
11.27% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.97M
Shares

$124 Million
4.3% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.95M
Shares

$122 Million
21.87% of portfolio
Wells Fargo & Company San Francisco, CA

1.85M
Shares

$116 Million
0.03% of portfolio

About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

More about LRGF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Brass Tax Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Brass Tax Wealth Management, Inc with notifications on news.