Steward Partners Investment Advisory, LLC Ishares Morningstar Small Cap Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 222 shares of ISCV stock, worth $15,124. This represents 0.0% of its overall portfolio holdings.
Number of Shares
222
Previous 524
57.63%
Holding current value
$15,124
Previous $30,000
53.33%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding ISCV
# of Institutions
121Shares Held
3.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$27.2 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.264KShares$18 Million9.99% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$12.7 Million0.62% of portfolio
-
Matrix Trust CO186KShares$12.7 Million2.21% of portfolio
-
Bank Of America Corp Charlotte, NC156KShares$10.6 Million0.0% of portfolio