Bernardo Wealth Planning LLC Ishares Msci Usa Size Factor E Transaction History

Bernardo Wealth Planning LLC

$372 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 03, 2020	SELL	N/A	-14,343 Closed	0 $0
Q1 2020 May 01, 2020	BUY	N/A	14,343 New	14,343 $1.02 Million

Others Institutions Holding SIZE

# of Institutions

67

Shares Held

1.58M

Call Options Held

2K

Put Options Held

0

Black Rock Inc. New York, NY

410K
Shares

$57 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

339K
Shares

$47.3 Million
0.0% of portfolio
Envestnet Asset Management Inc

171K
Shares

$23.8 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

171K
Shares

$23.8 Million
26.69% of portfolio
Trinity Wealth Management, LLC

108K
Shares

$15 Million
7.45% of portfolio

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