Tolleson Wealth Management, Inc. Ishares Tr Call Options Transaction History

Tolleson Wealth Management, Inc.

$488 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding LRGF

# of Institutions

219

Shares Held

34.6M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.68M
Shares

$201 Million
13.33% of portfolio
Halbert Hargrove Global Advisors, LLC

3.39M
Shares

$185 Million
11.09% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$108 Million
4.11% of portfolio
Wells Fargo & Company San Francisco, CA

1.85M
Shares

$101 Million
0.03% of portfolio
Ullmann Wealth Partners Group, LLC

1.52M
Shares

$83.2 Million
11.68% of portfolio

About ISHARES TR

Ticker LRGF
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