Savvy Advisors, Inc. Ishares Tr Transaction History

Savvy Advisors, Inc.

$492 Billion
Q3 2024

A detailed history of Savvy Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Savvy Advisors, Inc. holds 5,447 shares of LRGF stock, worth $333,465. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,447

Holding current value

$333,465

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 05, 2024	BUY	$52.89 - $58.77 $288,091 - $320,120	5,447 New	5,447 $320 Million

Others Institutions Holding LRGF

# of Institutions

201

Shares Held

32.9M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

4.2M
Shares

$257 Million
14.69% of portfolio
Halbert Hargrove Global Advisors, LLC

3.27M
Shares

$200 Million
10.63% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$121 Million
4.22% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.95M
Shares

$120 Million
21.87% of portfolio
Wells Fargo & Company San Francisco, CA

1.79M
Shares

$110 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

More about LRGF

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