Olistico Wealth, LLC Ishares Morningstar Small Cap Transaction History
Olistico Wealth, LLC
- $164 Billion
- Q3 2024
A detailed history of Olistico Wealth, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Olistico Wealth, LLC holds 150 shares of ISCV stock, worth $10,333. This represents 0.01% of its overall portfolio holdings.
Number of Shares
150
Previous 150
-0.0%
Holding current value
$10,333
Previous $8.69 Million
9.61%
% of portfolio
0.01%
Previous 0.01%
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
-
Steele Capital Management, Inc. Dubuque, IA186KShares$12.8 Million0.62% of portfolio
-
Matrix Trust CO186KShares$12.8 Million2.21% of portfolio
-
Bank Of America Corp Charlotte, NC156KShares$10.7 Million0.0% of portfolio