Provident Wealth Management, LLC Ishares Morningstar Small Cap Transaction History
Provident Wealth Management, LLC
- $289 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding ISCV
# of Institutions
126Shares Held
3.29MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$22.7 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.266KShares$15.1 Million9.84% of portfolio
-
Matrix Trust CO186KShares$10.6 Million1.86% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$10.6 Million0.58% of portfolio
-
Bank Of America Corp Charlotte, NC156KShares$8.87 Million0.0% of portfolio