Baystate Wealth Management LLC Ishares Msci Usa Size Factor E Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Baystate Wealth Management LLC holds 197 shares of SIZE stock, worth $29,124. This represents 0.0% of its overall portfolio holdings.
Number of Shares
197
Previous 294
32.99%
Holding current value
$29,124
Previous $34,000
26.47%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SIZE
# of Institutions
67Shares Held
1.67MCall Options Held
0Put Options Held
1.1K-
Black Rock Inc. New York, NY429KShares$63.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC358KShares$53 Million0.0% of portfolio
-
Envestnet Asset Management Inc182KShares$26.9 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH171KShares$25.3 Million26.69% of portfolio
-
Trinity Wealth Management, LLC110KShares$16.2 Million7.47% of portfolio