Moneta Group Investment Advisors LLC Ishares Tr Transaction History
Moneta Group Investment Advisors LLC
- $12.3 Billion
- Q3 2025
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 6,327 shares of LRGF stock, worth $435,234. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,327
Previous 5,588
13.22%
Holding current value
$435,234
Previous $358,000
22.07%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding LRGF
# of Institutions
238Shares Held
39.2MCall 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