Wealth Effects LLC Ishares Tr Us Small Cap Value Transaction History
Wealth Effects LLC
- $255 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding SVAL
# of Institutions
33Shares Held
3.34MCall Options Held
0Put Options Held
0-
Money Concepts Capital Corp2.02MShares$66.9 Million5.21% of portfolio
-
Bt Wealth Management LLC484KShares$16 Million3.63% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN280KShares$9.29 Million0.06% of portfolio
-
Truist Financial Corp97.1KShares$3.22 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC83.9KShares$2.78 Million0.0% of portfolio