Moneta Group Investment Advisors LLC Ishares Tr Transaction History
Moneta Group Investment Advisors LLC
- $7.05 Billion
- Q4 2024
A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 5,266 shares of LRGF stock, worth $329,809. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,266Holding current value
$329,809% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding LRGF
# of Institutions
211Shares Held
33.7MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.68MShares$231 Million13.33% of portfolio
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Halbert Hargrove Global Advisors, LLC3.35MShares$210 Million11.27% of portfolio
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Sig Fig Wealth Management, LLC San Francisco, CA1.97MShares$124 Million4.3% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX1.95MShares$122 Million21.87% of portfolio
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Wells Fargo & Company San Francisco, CA1.85MShares$116 Million0.03% of portfolio