Bt Wealth Management LLC Ishares Tr Us Small Cap Value Transaction History
Bt Wealth Management LLC
- $356 Million
- Q2 2022
A detailed history of Bt Wealth Management LLC transactions in Ishares Tr Us Small Cap Value stock. As of the latest transaction made, Bt Wealth Management LLC holds 483,601 shares of SVAL stock, worth $17.2 Million. This represents 3.63% of its overall portfolio holdings.
Number of Shares
483,601
Previous 483,818
0.04%
Holding current value
$17.2 Million
Previous $13 Million
0.77%
% of portfolio
3.63%
Previous 3.57%
Shares
7 transactions
Others Institutions Holding SVAL
# of Institutions
30Shares Held
3.04MCall Options Held
0Put Options Held
0-
Money Concepts Capital Corp2.02MShares$72 Million5.21% of portfolio
-
Truist Financial Corp97.1KShares$3.46 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC83.9KShares$2.99 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL48.6KShares$1.73 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A645.5KShares$1.62 Million0.0% of portfolio