Dynamic Advisor Solutions LLC Ishares Morningstar Small Cap Transaction History
Dynamic Advisor Solutions LLC
- $3.28 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding ISCV
# of Institutions
118Shares Held
3.14MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY416KShares$26.2 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.264KShares$16.6 Million9.99% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA190KShares$12 Million0.62% of portfolio
-
Matrix Trust CO186KShares$11.7 Million2.21% of portfolio
-
Bank Of America Corp Charlotte, NC177KShares$11.1 Million0.0% of portfolio