Insight Wealth Strategies, LLC Ishares S&P Small Cap 600 Grow Transaction History
Insight Wealth Strategies, LLC
- $749 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding IJT
# of Institutions
757Shares Held
30.7MCall Options Held
9.6KPut Options Held
5.7K-
Dynasty Wealth Management, LLC St. Petersburg, FL4.35MShares$620 Million4.66% of portfolio
-
Morgan Stanley New York, NY3.2MShares$455 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC1.87MShares$266 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA1.16MShares$164 Million0.04% of portfolio
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Ubs Group Ag1.14MShares$162 Million0.04% of portfolio