Bison Wealth, LLC Ishares Msci Usa Size Factor E Transaction History
Bison Wealth, LLC
- $581 Million
- Q2 2024
A detailed history of Bison Wealth, LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Bison Wealth, LLC holds 5,071 shares of SIZE stock, worth $749,696. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,071
Previous 5,071
-0.0%
Holding current value
$749,696
Previous $721,000
3.33%
% of portfolio
0.12%
Previous 0.12%
Shares
4 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