Bison Wealth, LLC Ishares Msci Usa Size Factor E Transaction History
Bison Wealth, LLC
- $579 Million
- Q1 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 $696,907. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,071
Previous 5,079
0.16%
Holding current value
$696,907
Previous $669,000
7.77%
% of portfolio
0.12%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding SIZE
# of Institutions
69Shares Held
1.58MCall Options Held
2KPut Options Held
0-
Black Rock Inc. New York, NY410KShares$56.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC339KShares$46.6 Million0.0% of portfolio
-
Envestnet Asset Management Inc171KShares$23.5 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH171KShares$23.5 Million26.69% of portfolio
-
Trinity Wealth Management, LLC107KShares$14.7 Million7.87% of portfolio