Henrickson Nauta Wealth Advisors, Inc. Invesco S&P Smallcap Value Wit Transaction History
Henrickson Nauta Wealth Advisors, Inc.
- $255 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding XSVM
# of Institutions
151Shares Held
9.63MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.68MShares$77.4 Million0.04% of portfolio
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Cwm, LLC732KShares$33.7 Million0.17% of portfolio
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Commonwealth Equity Services, LLC700KShares$32.2 Million0.06% of portfolio
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Morgan Stanley New York, NY546KShares$25.1 Million0.0% of portfolio
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Leigh Baldwin & Co., LLC Cazenovia, NY483KShares$22.2 Million0.42% of portfolio