Provident Wealth Management, LLC Ishares Morningstar Small Cap Transaction History
Provident Wealth Management, LLC
- $273 Million
- Q2 2024
Shares
5 transactions
Others Institutions Holding ISCG
# of Institutions
139Shares Held
7.16MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.05MShares$51.3 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO419KShares$20.5 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY413KShares$20.2 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.352KShares$17.2 Million0.12% of portfolio
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Gallagher Benefit Services, Inc. Rolling Meadows, IL343KShares$16.8 Million2.6% of portfolio