Archetype Wealth Partners Ishares Msci Usa Size Factor E Transaction History
Archetype Wealth Partners
- $690 Million
- Q3 2024
A detailed history of Archetype Wealth Partners transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Archetype Wealth Partners holds 1,397 shares of SIZE stock, worth $218,015. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,397Holding current value
$218,015% of portfolio
0.03%Shares
4 transactions
Others Institutions Holding SIZE
# of Institutions
72Shares Held
1.67MCall Options Held
0Put Options Held
1.2K-
Black Rock Inc. New York, NY429KShares$67 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC342KShares$53.3 Million0.0% of portfolio
-
Envestnet Asset Management Inc183KShares$28.5 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH171KShares$26.7 Million26.69% of portfolio
-
Trinity Wealth Management, LLC110KShares$17.1 Million7.47% of portfolio