Dynamic Advisor Solutions LLC Ishares Morningstar Small Cap Transaction History
Dynamic Advisor Solutions LLC
- $2.31 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding ISCV
# of Institutions
124Shares Held
3.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$25.3 Million0.0% of portfolio
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Vaughan & CO Securities, Inc.261KShares$16.5 Million10.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA186KShares$11.8 Million0.61% of portfolio
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Matrix Trust CO186KShares$11.8 Million2.05% of portfolio
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Bank Of America Corp Charlotte, NC156KShares$9.91 Million0.0% of portfolio