Shelton Wealth Management, LLC Ishares Morningstar Small Cap Transaction History
Shelton Wealth Management, LLC
- $174 Million
- Q2 2024
A detailed history of Shelton Wealth Management, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 28,763 shares of ISCG stock, worth $1.34 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
28,763
Previous 32,628
11.85%
Holding current value
$1.34 Million
Previous $1.52 Million
13.89%
% of portfolio
0.75%
Previous 0.96%
Shares
11 transactions
Others Institutions Holding ISCG
# of Institutions
139Shares Held
7.16MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.05MShares$48.7 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO419KShares$19.5 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY413KShares$19.2 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.352KShares$16.4 Million0.12% of portfolio
-
Gallagher Benefit Services, Inc. Rolling Meadows, IL343KShares$16 Million2.6% of portfolio