Spire Wealth Management Ishares Morningstar Small Cap Transaction History
Spire Wealth Management
- $3.02 Billion
- Q1 2025
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 $11,882. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 200
-0.0%
Holding current value
$11,882
Previous $12,000
8.33%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding ISCV
# of Institutions
126Shares Held
3.29MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY388KShares$23 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.266KShares$15.8 Million9.84% of portfolio
-
Matrix Trust CO186KShares$11.1 Million1.86% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$11.1 Million0.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC150KShares$8.94 Million0.0% of portfolio