Clearstead Advisors, LLC Ishares Tr Transaction History
Clearstead Advisors, LLC
- $6.44 Billion
- Q4 2024
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 $89,573. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,527
Previous 1,527
-0.0%
Holding current value
$89,573
Previous $89,000
3.37%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding LRGF
# of Institutions
216Shares Held
34.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.68MShares$216 Million13.33% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.35MShares$196 Million11.27% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.97MShares$116 Million4.3% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$109 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.84MShares$108 Million22.74% of portfolio