Clearstead Advisors, LLC Ishares Tr Transaction History
Clearstead Advisors, LLC
- $7.4 Billion
- Q3 2025
A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,527 shares of LRGF stock, worth $105,042. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,527
Previous 1,527
-0.0%
Holding current value
$105,042
Previous $97,000
8.25%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding LRGF
# of Institutions
237Shares Held
39MCall 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