A detailed history of Element Wealth, LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Element Wealth, LLC holds 163 shares of SIZE stock, worth $24,247. This represents 0.01% of its overall portfolio holdings.

Number of Shares
163
Previous 163 -0.0%
Holding current value
$24,247
Previous $23,000 4.35%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

BUY
$128.33 - $142.29 $128 - $142
1 Added 0.62%
163 $23,000
Q3 2023

Nov 08, 2023

BUY
$116.32 - $127.89 $3,605 - $3,964
31 Added 23.66%
162 $19,000
Q2 2023

Aug 07, 2023

BUY
$113.7 - $122.74 $6,367 - $6,873
56 Added 74.67%
131 $16,000
Q4 2022

Jan 17, 2023

BUY
$103.98 - $120.71 $7,798 - $9,053
75 New
75 $0

Others Institutions Holding SIZE

About ISHARES MSCI USA SIZE FACTOR E


  • Ticker SIZE
  • Sector ETFs
  • Industry ETFs
More about SIZE
Track This Portfolio

Track Element Wealth, LLC Portfolio

Follow Element Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Element Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Element Wealth, LLC with notifications on news.