Conrad Siegel Investment Advisors, Inc. Ishares Tr Transaction History
Conrad Siegel Investment Advisors, Inc.
- $370 Million
- Q3 2024
A detailed history of Conrad Siegel Investment Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Conrad Siegel Investment Advisors, Inc. holds 435,192 shares of LRGF stock, worth $26.6 Million. This represents 6.91% of its overall portfolio holdings.
Number of Shares
435,192
Previous 436,678
0.34%
Holding current value
$26.6 Million
Previous $24.3 Million
5.17%
% of portfolio
6.91%
Previous 7.07%
Shares
3 transactions
Others Institutions Holding LRGF
# of Institutions
201Shares Held
32.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$257 Million14.69% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$200 Million10.63% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$121 Million4.22% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.95MShares$120 Million21.87% of portfolio
-
Wells Fargo & Company San Francisco, CA1.79MShares$110 Million0.02% of portfolio