Atlas Private Wealth Advisors Ishares Msci Usa Size Factor E Transaction History
Atlas Private Wealth Advisors
- $688 Million
- Q4 2024
A detailed history of Atlas Private Wealth Advisors transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 1,446 shares of SIZE stock, worth $211,998. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,446Holding current value
$211,998% of portfolio
0.03%Shares
3 transactions
Others Institutions Holding SIZE
# of Institutions
73Shares Held
1.75MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY429KShares$63 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC424KShares$62.1 Million0.01% of portfolio
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Envestnet Asset Management Inc184KShares$26.9 Million0.01% of portfolio
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James Reed Financial Services, Inc. Cleveland, OH163KShares$24 Million25.31% of portfolio
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Trinity Wealth Management, LLC112KShares$16.4 Million7.52% of portfolio