Madison Wealth Partners, Inc Ishares Morningstar Small Cap Transaction History
Madison Wealth Partners, Inc
- $282 Million
- Q2 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 5,587 shares of ISCV stock, worth $336,337. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,587
Previous 5,548
0.7%
Holding current value
$336,337
Previous $339,000
4.72%
% of portfolio
0.11%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding ISCV
# of Institutions
116Shares Held
3.15MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY416KShares$25.1 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.263KShares$15.8 Million9.67% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA190KShares$11.5 Million0.62% of portfolio
-
Matrix Trust CO190KShares$11.5 Million2.49% of portfolio
-
Bank Of America Corp Charlotte, NC177KShares$10.6 Million0.0% of portfolio