Proficio Capital Partners LLC Ishares Msci Usa Size Factor E Transaction History

Proficio Capital Partners LLC

$969 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 13, 2019	SELL	$90.3 - $92.42 $90,300 - $92,420	-1,000 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	1,000	1,000 $79,000

Others Institutions Holding SIZE

# of Institutions

72

Shares Held

1.67M

Call Options Held

0

Put Options Held

1.2K

Black Rock Inc. New York, NY

429K
Shares

$64.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

342K
Shares

$51.1 Million
0.0% of portfolio
Envestnet Asset Management Inc

183K
Shares

$27.3 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

171K
Shares

$25.6 Million
26.69% of portfolio
Trinity Wealth Management, LLC

110K
Shares

$16.4 Million
7.47% of portfolio

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