Phoenix Wealth Advisors Ishares Morningstar Small Cap Transaction History
Phoenix Wealth Advisors
- $229 Million
- Q4 2024
A detailed history of Phoenix Wealth Advisors transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Phoenix Wealth Advisors holds 35,236 shares of ISCG stock, worth $1.67 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
35,236
Previous 29,212
20.62%
Holding current value
$1.67 Million
Previous $1.43 Million
21.82%
% of portfolio
0.76%
Previous 0.67%
Shares
9 transactions
Others Institutions Holding ISCG
# of Institutions
146Shares Held
7.42MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.09MShares$51.4 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO439KShares$20.7 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC413KShares$19.5 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.395KShares$18.6 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC389KShares$18.4 Million0.01% of portfolio