O'Brien Wealth Partners LLC Ishares Morningstar Small Cap Transaction History
O'Brien Wealth Partners LLC
- $607 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding ISCV
# of Institutions
123Shares Held
3.89MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY353KShares$23.7 Million0.0% of portfolio
-
Exchange Traded Concepts, LLC317KShares$21.3 Million0.26% of portfolio
-
Vaughan & CO Securities, Inc.282KShares$18.9 Million10.1% of portfolio
-
Matrix Trust CO190KShares$12.7 Million1.85% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA190KShares$12.7 Million0.56% of portfolio