James Reed Financial Services, Inc. Ishares Msci Usa Size Factor E Transaction History
James Reed Financial Services, Inc.
- $95.8 Million
- Q4 2024
A detailed history of James Reed Financial Services, Inc. transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, James Reed Financial Services, Inc. holds 163,373 shares of SIZE stock, worth $24.9 Million. This represents 25.31% of its overall portfolio holdings.
Number of Shares
163,373
Previous 171,012
4.47%
Holding current value
$24.9 Million
Previous $17.8 Million
36.09%
% of portfolio
25.31%
Previous 26.69%
Shares
5 transactions
Others Institutions Holding SIZE
# of Institutions
73Shares Held
1.75MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY429KShares$65.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC424KShares$64.5 Million0.01% of portfolio
-
Envestnet Asset Management Inc184KShares$27.9 Million0.01% of portfolio
-
Trinity Wealth Management, LLC112KShares$17 Million7.52% of portfolio
-
Principal Securities, Inc. Des Moines, IA93.4KShares$14.2 Million0.31% of portfolio