Spire Wealth Management Ishares Morningstar Small Cap Transaction History
Spire Wealth Management
- $2.95 Billion
- Q3 2024
A detailed history of Spire Wealth Management transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Spire Wealth Management holds 200 shares of ISCV stock, worth $13,184. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 200
-0.0%
Holding current value
$13,184
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding ISCV
# of Institutions
121Shares Held
3.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$26.3 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.264KShares$17.4 Million9.99% of portfolio
-
Matrix Trust CO186KShares$12.3 Million2.21% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$12.3 Million0.62% of portfolio
-
Bank Of America Corp Charlotte, NC156KShares$10.3 Million0.0% of portfolio