Mb Generational Wealth, LLC Ishares Morningstar Small Cap Transaction History
Mb Generational Wealth, LLC
- $139 Billion
- Q3 2024
A detailed history of Mb Generational Wealth, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 23,415 shares of ISCV stock, worth $1.61 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
23,415
Previous 23,415
-0.0%
Holding current value
$1.61 Million
Previous $1.36 Billion
9.62%
% of portfolio
1.07%
Previous 1.05%
Shares
1 transactions
Others Institutions Holding ISCV
# of Institutions
121Shares Held
3.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$27.5 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.264KShares$18.2 Million9.99% of portfolio
-
Matrix Trust CO186KShares$12.8 Million2.21% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$12.8 Million0.62% of portfolio
-
Bank Of America Corp Charlotte, NC156KShares$10.7 Million0.0% of portfolio