Client 1 St Advisory Group, LLC Ishares Msci Usa Size Factor E Transaction History
Client 1 St Advisory Group, LLC
- $271 Million
- Q2 2025
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 3,335 shares of SIZE stock, worth $518,158. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,335
Previous 3,338
0.09%
Holding current value
$518,158
Previous $485,000
6.19%
% of portfolio
0.19%
Previous 0.19%
Shares
22 transactions
Others Institutions Holding SIZE
# of Institutions
77Shares Held
1.86MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC496KShares$77.1 Million0.01% of portfolio
-
Black Rock Inc. New York, NY429KShares$66.7 Million0.0% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH168KShares$26 Million26.26% of portfolio
-
Trinity Wealth Management, LLC115KShares$17.9 Million7.18% of portfolio
-
Strategic Financial Services, Inc, Utica, NY104KShares$16.1 Million0.87% of portfolio