Diversify Advisory Services, LLC Ishares Tr Transaction History
Diversify Advisory Services, LLC
- $1.86 Trillion
- Q3 2024
A detailed history of Diversify Advisory Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 47,216 shares of LRGF stock, worth $2.92 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
47,216
Previous 43,888
7.58%
Holding current value
$2.92 Million
Previous $2.48 Billion
13.75%
% of portfolio
0.15%
Previous 0.14%
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$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