Monterey Private Wealth, Inc. Ishares Morningstar Small Cap Transaction History
Monterey Private Wealth, Inc.
- $293 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding ISCG
# of Institutions
131Shares Held
7.21MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.08MShares$56.2 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO423KShares$21.9 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC388KShares$20.1 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.378KShares$19.6 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC355KShares$18.4 Million0.01% of portfolio