Worth Financial Advisory Group, LLC Ishares Tr Us Small Cap Value Transaction History
Worth Financial Advisory Group, LLC
- $152 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding SVAL
# of Institutions
30Shares Held
1.02MCall Options Held
0Put Options Held
0-
Bt Wealth Management LLC484KShares$15.4 Million3.63% of portfolio
-
Truist Financial Corp91.3KShares$2.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC75.5KShares$2.4 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL49.2KShares$1.56 Million0.0% of portfolio
-
Ewg Elevate Inc.39.7KShares$1.26 Million0.45% of portfolio