Client 1 St Advisory Group, LLC Ishares Msci Usa Size Factor E Transaction History
Client 1 St Advisory Group, LLC
- $221 Million
- Q1 2024
A detailed history of Client 1 St Advisory Group, LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 3,599 shares of SIZE stock, worth $494,610. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,599
Previous 3,754
4.13%
Holding current value
$494,610
Previous $495,000
3.43%
% of portfolio
0.23%
Previous 0.24%
Shares
18 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