Atlas Private Wealth Advisors Ishares Msci Usa Size Factor E Transaction History
Atlas Private Wealth Advisors
- $691 Million
- Q1 2025
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 1,458 shares of SIZE stock, worth $205,913. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,458
Previous 1,446
0.83%
Holding current value
$205,913
Previous $214,000
1.87%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SIZE
# of Institutions
72Shares Held
1.74MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY429KShares$60.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC424KShares$59.8 Million0.01% of portfolio
-
Envestnet Asset Management Inc184KShares$25.9 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH159KShares$22.5 Million25.74% of portfolio
-
Trinity Wealth Management, LLC112KShares$15.9 Million7.44% of portfolio