Madison Wealth Partners, Inc Ishares Morningstar Small Cap Transaction History
Madison Wealth Partners, Inc
- $326 Million
- Q3 2024
A detailed history of Madison Wealth Partners, Inc transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 7,817 shares of ISCG stock, worth $401,950. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,817
Previous 7,817
-0.0%
Holding current value
$401,950
Previous $355,000
7.61%
% of portfolio
0.12%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding ISCG
# of Institutions
133Shares Held
7.18MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.08MShares$55.8 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO423KShares$21.8 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC388KShares$19.9 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.378KShares$19.5 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC355KShares$18.2 Million0.01% of portfolio