Monterey Private Wealth, Inc. Ishares Morningstar Small Cap Transaction History
Monterey Private Wealth, Inc.
- $338 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding ISCG
# of Institutions
161Shares Held
7.98MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.06MShares$58.3 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO491KShares$27 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC435KShares$23.9 Million0.01% of portfolio
-
Avantax Advisory Services, Inc.378KShares$20.8 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC345KShares$18.9 Million0.0% of portfolio