Regent Peak Wealth Advisors LLC Ishares Morningstar Small Cap Call Options Transaction History

Regent Peak Wealth Advisors LLC

$441 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding ISCG

# of Institutions

130

Shares Held

7.21M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.08M
Shares

$57.6 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

423K
Shares

$22.5 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

388K
Shares

$20.6 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

378K
Shares

$20.1 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

355K
Shares

$18.8 Million
0.01% of portfolio

About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCG
Sector ETFs
Industry ETFs

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