Tolleson Wealth Management, Inc. LRGF Holdings History
Tolleson Wealth Management, Inc.'s iShares U.S. Equity Factor ETF Holding Summary
As of 2025-03-31, Tolleson Wealth Management, Inc. held 1.88 Mil shares of iShares U.S. Equity Factor ETF(LRGF), totaling $109.05 Mil. This investment constitutes 21.04% of their stock portfolio, and Tolleson Wealth Management, Inc. now holds 4.75% of the outstanding iShares U.S. Equity Factor ETF(LRGF) stock.
The initial trade took place in 2022Q4. And since then Tolleson Wealth Management, Inc. has made 7 purchases of LRGF, at an average price of $42.46, for a total of 2.11 Mil shares. In addition, there have been 3 sales at an average price of $58.40 for 221,258.00 shares. Based on historical transaction data and LRGF's current price of $64.56, Tolleson Wealth Management, Inc.'s estimated gain on his LRGF holdings is $45.17 Mil, reflecting a 50.53% gain to date.
Tolleson Wealth Management, Inc. LRGF ($64.56) Holding Chart
Tolleson Wealth Management, Inc. LRGF ($64.56) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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