Private Wealth Strategies, L.L.C. Ishares Morningstar Small Cap Transaction History
Private Wealth Strategies, L.L.C.
- $490 Million
- Q2 2024
A detailed history of Private Wealth Strategies, L.L.C. transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Private Wealth Strategies, L.L.C. holds 13,361 shares of ISCG stock, worth $672,058. This represents 0.12% of its overall portfolio holdings.
Number of Shares
13,361
Previous 13,347
0.1%
Holding current value
$672,058
Previous $621,000
2.25%
% of portfolio
0.12%
Previous 0.13%
Shares
14 transactions
Others Institutions Holding ISCG
# of Institutions
131Shares Held
7.21MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.08MShares$54.5 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO423KShares$21.3 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC388KShares$19.5 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.378KShares$19 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC355KShares$17.8 Million0.01% of portfolio