Atria Wealth Solutions, Inc. Ishares Morningstar Small Cap Transaction History
Atria Wealth Solutions, Inc.
- $8.79 Billion
- Q2 2024
A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 72,524 shares of ISCG stock, worth $3.38 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
72,524
Previous 65,995
9.89%
Holding current value
$3.38 Million
Previous $3.07 Million
7.32%
% of portfolio
0.04%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding ISCG
# of Institutions
139Shares Held
7.16MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.05MShares$48.7 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO419KShares$19.5 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY413KShares$19.2 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.352KShares$16.4 Million0.12% of portfolio
-
F3 Logic, LLC343KShares$16 Million2.6% of portfolio