Ma Private Wealth Ishares Msci Usa Size Factor E Transaction History
Ma Private Wealth
- $533 Million
- Q3 2024
Shares
17 transactions
Others Institutions Holding SIZE
# of Institutions
67Shares Held
1.67MCall Options Held
0Put Options Held
1.1K-
Black Rock Inc. New York, NY429KShares$63.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC358KShares$53 Million0.0% of portfolio
-
Envestnet Asset Management Inc182KShares$26.9 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH171KShares$25.3 Million26.69% of portfolio
-
Trinity Wealth Management, LLC110KShares$16.2 Million7.47% of portfolio