Strategic Asset Management, LLC Ishares Msci Usa Size Factor E Transaction History
Strategic Asset Management, LLC
- $57.7 Million
- Q3 2022
A detailed history of Strategic Asset Management, LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Strategic Asset Management, LLC holds 940 shares of SIZE stock, worth $134,871. This represents 0.17% of its overall portfolio holdings.
Number of Shares
940
Previous 938
0.21%
Holding current value
$134,871
Previous $103,000
4.85%
% of portfolio
0.17%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding SIZE
# of Institutions
67Shares Held
1.67MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY429KShares$61.6 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC358KShares$51.4 Million0.0% of portfolio
-
Envestnet Asset Management Inc182KShares$26.1 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH171KShares$24.5 Million26.69% of portfolio
-
Trinity Wealth Management, LLC108KShares$15.5 Million7.45% of portfolio