Wealth Preservation Advisors, LLC Ishares Morningstar Small Cap Transaction History
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 480 shares of ISCV stock, worth $27,240. This represents 0.02% of its overall portfolio holdings.
Number of Shares
480Holding current value
$27,240% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding ISCV
# of Institutions
126Shares Held
3.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY388KShares$22 Million0.0% of portfolio
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Vaughan & CO Securities, Inc.266KShares$15.1 Million9.84% of portfolio
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Steele Capital Management, Inc. Dubuque, IA186KShares$10.6 Million0.58% of portfolio
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Matrix Trust CO186KShares$10.6 Million1.86% of portfolio
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Lpl Financial LLC Fort Mill, SC150KShares$8.54 Million0.0% of portfolio