Insight Wealth Strategies, LLC Ishares Msci Usa Small Cap Min Transaction History
Insight Wealth Strategies, LLC
- $749 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding SMMV
# of Institutions
132Shares Held
6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.03MShares$43.9 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO760KShares$32.3 Million0.07% of portfolio
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Envestnet Asset Management Inc602KShares$25.6 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL409KShares$17.4 Million0.02% of portfolio
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Wealth Management Resources, Inc.335KShares$14.3 Million5.47% of portfolio