Visionary Wealth Advisors Ishares Morningstar Small Cap Transaction History
Visionary Wealth Advisors
- $1.62 Billion
- Q4 2024
A detailed history of Visionary Wealth Advisors transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Visionary Wealth Advisors holds 5,419 shares of ISCG stock, worth $234,805. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,419
Previous 5,462
0.79%
Holding current value
$234,805
Previous $267,000
0.37%
% of portfolio
0.02%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding ISCG
# of Institutions
144Shares Held
7.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.09MShares$47.1 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO439KShares$19 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC413KShares$17.9 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.395KShares$17.1 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC389KShares$16.9 Million0.01% of portfolio