Global Financial Private Client, LLC Ishares Morningstar Small Cap Transaction History
Global Financial Private Client, LLC
- $257 Billion
- Q3 2024
A detailed history of Global Financial Private Client, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Global Financial Private Client, LLC holds 1,800 shares of ISCV stock, worth $124,002. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,800
Previous 1,800
-0.0%
Holding current value
$124,002
Previous $104 Million
9.62%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding ISCV
# of Institutions
121Shares Held
3.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$27.5 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.264KShares$18.2 Million9.99% of portfolio
-
Matrix Trust CO186KShares$12.8 Million2.21% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$12.8 Million0.62% of portfolio
-
Bank Of America Corp Charlotte, NC156KShares$10.7 Million0.0% of portfolio