Private Ocean, LLC Ishares Morningstar Small Cap Transaction History
Private Ocean, LLC
- $1.08 Billion
- Q2 2024
Shares
3 transactions
Others Institutions Holding ISCG
# of Institutions
145Shares Held
7.54MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.09MShares$48.5 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO439KShares$19.6 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC413KShares$18.4 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.399KShares$17.8 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC397KShares$17.7 Million0.01% of portfolio