Ae Wealth Management LLC Ishares Morningstar Small Cap Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Ae Wealth Management LLC holds 330 shares of ISCV stock, worth $21,687. This represents 0.0% of its overall portfolio holdings.
Number of Shares
330
Previous 330
-0.0%
Holding current value
$21,687
Previous $19,000
5.26%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding ISCV
# of Institutions
126Shares Held
4.41MCall Options Held
0Put Options Held
0-
Exchange Traded Concepts, LLC807KShares$53.1 Million0.52% of portfolio
-
Morgan Stanley New York, NY353KShares$23.2 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.291KShares$19.1 Million10.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC188KShares$12.3 Million0.0% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA185KShares$12.2 Million0.55% of portfolio