Veridan Wealth LLC Ishares Morningstar Small Cap Transaction History
Veridan Wealth LLC
- $221 Billion
- Q1 2025
A detailed history of Veridan Wealth LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Veridan Wealth LLC holds 29,689 shares of ISCG stock, worth $1.41 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
29,689
Previous 26,652
11.4%
Holding current value
$1.41 Million
Previous $1.36 Billion
1.43%
% of portfolio
0.6%
Previous 0.64%
Shares
2 transactions
Others Institutions Holding ISCG
# of Institutions
150Shares Held
7.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.06MShares$50.3 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO465KShares$22.1 Million0.02% of portfolio
-
Avantax Advisory Services, Inc.399KShares$18.9 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC397KShares$18.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC371KShares$17.6 Million0.0% of portfolio