Private Wealth Strategies, L.L.C. Ishares Morningstar Small Cap Transaction History
Private Wealth Strategies, L.L.C.
- $477 Million
- Q1 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 13,347 shares of ISCG stock, worth $605,953. This represents 0.13% of its overall portfolio holdings.
Number of Shares
13,347
Previous 13,333
0.11%
Holding current value
$605,953
Previous $586,000
5.97%
% of portfolio
0.13%
Previous 0.13%
Shares
13 transactions
Others Institutions Holding ISCG
# of Institutions
138Shares Held
7.06MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.24MShares$56.4 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO417KShares$18.9 Million0.02% of portfolio
-
Morgan Stanley New York, NY350KShares$15.9 Million0.0% of portfolio
-
F3 Logic, LLC343KShares$15.6 Million2.6% of portfolio
-
Gallagher Benefit Services, Inc. Rolling Meadows, IL343KShares$15.6 Million2.6% of portfolio