Jim Saulnier & Associates, LLC Ishares Morningstar Small Cap Transaction History
Jim Saulnier & Associates, LLC
- $102 Billion
- Q3 2024
A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 8,074 shares of ISCV stock, worth $529,169. This represents 0.5% of its overall portfolio holdings.
Number of Shares
8,074Holding current value
$529,169% of portfolio
0.5%Shares
1 transactions
Others Institutions Holding ISCV
# of Institutions
121Shares Held
3.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$26.1 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.264KShares$17.3 Million9.99% of portfolio
-
Matrix Trust CO186KShares$12.2 Million2.21% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$12.2 Million0.62% of portfolio
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Bank Of America Corp Charlotte, NC156KShares$10.2 Million0.0% of portfolio