Worth Financial Advisory Group, LLC Ishares Tr Us Small Cap Value Transaction History
Worth Financial Advisory Group, LLC
- $162 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding SVAL
# of Institutions
43Shares Held
3.69MCall Options Held
0Put Options Held
0-
Money Concepts Capital Corp2.14MShares$63.2 Million5.5% of portfolio
-
Bt Wealth Management LLC484KShares$14.3 Million3.63% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN315KShares$9.29 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC106KShares$3.14 Million0.0% of portfolio
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Truist Financial Corp97.9KShares$2.89 Million0.01% of portfolio