Global Financial Private Client, LLC Ishares Morningstar Small Cap Transaction History
Global Financial Private Client, LLC
- $239 Billion
- Q2 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 $111,258. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,800
Previous 1,800
-0.0%
Holding current value
$111,258
Previous $109 Million
4.45%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding ISCV
# of Institutions
116Shares Held
3.15MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY416KShares$25.7 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.263KShares$16.2 Million9.67% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA190KShares$11.8 Million0.62% of portfolio
-
Matrix Trust CO190KShares$11.8 Million2.49% of portfolio
-
Bank Of America Corp Charlotte, NC177KShares$10.9 Million0.0% of portfolio