Worth Financial Advisory Group, LLC Ishares Tr Us Small Cap Value Transaction History
Worth Financial Advisory Group, LLC
- $170 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding SVAL
# of Institutions
35Shares Held
3.46MCall Options Held
0Put Options Held
0-
Money Concepts Capital Corp2.14MShares$70.6 Million5.5% of portfolio
-
Bt Wealth Management LLC484KShares$15.9 Million3.63% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN315KShares$10.4 Million0.07% of portfolio
-
Truist Financial Corp97.9KShares$3.23 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC83.9KShares$2.77 Million0.0% of portfolio