Cary Street Partners Investment Advisory LLC Ishares Tr Transaction History
Cary Street Partners Investment Advisory LLC
- $2.63 Billion
- Q3 2024
A detailed history of Cary Street Partners Investment Advisory LLC transactions in Ishares Tr stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 8,118 shares of LRGF stock, worth $501,935. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,118
Previous 8,118
-0.0%
Holding current value
$501,935
Previous $452,000
5.53%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding LRGF
# of Institutions
201Shares Held
32.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$259 Million14.69% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$202 Million10.63% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$122 Million4.22% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.95MShares$121 Million21.87% of portfolio
-
Wells Fargo & Company San Francisco, CA1.79MShares$111 Million0.02% of portfolio