Monograph Wealth Advisors, LLC Ishares Morningstar Small Cap Transaction History
Monograph Wealth Advisors, LLC
- $765 Million
- Q2 2025
A detailed history of Monograph Wealth Advisors, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 4,122 shares of ISCG stock, worth $226,833. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,122Holding current value
$226,833% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding ISCG
# of Institutions
162Shares Held
7.94MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.06MShares$58.4 Million0.0% of portfolio
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Northwestern Mutual Wealth Management CO491KShares$27 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC435KShares$23.9 Million0.01% of portfolio
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Avantax Advisory Services, Inc.378KShares$20.8 Million0.11% of portfolio
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Bank Of America Corp Charlotte, NC345KShares$19 Million0.0% of portfolio