Clearstead Advisors, LLC Ishares Tr Us Small Cap Value Transaction History
Clearstead Advisors, LLC
- $6.94 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding SVAL
# of Institutions
41Shares Held
3.85MCall Options Held
0Put Options Held
0-
Money Concepts Capital Corp2.26MShares$75.7 Million5.05% of portfolio
-
Bt Wealth Management LLC484KShares$16.2 Million3.63% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN315KShares$10.5 Million0.07% of portfolio
-
Truist Financial Corp171KShares$5.74 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC152KShares$5.11 Million0.0% of portfolio