Charter Oak Capital Management, LLC Ishares Morningstar Small Cap Transaction History
Charter Oak Capital Management, LLC
- $1.07 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding ISCG
# of Institutions
137Shares Held
7.27MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.08MShares$55.4 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO423KShares$21.6 Million0.02% of portfolio
-
Avantax Advisory Services, Inc.395KShares$20.2 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC388KShares$19.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC355KShares$18.1 Million0.01% of portfolio