Wealth Enhancement Advisory Services, LLC Ishares Morningstar Small Cap Transaction History
Wealth Enhancement Advisory Services, LLC
- $44.5 Billion
- Q3 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 9,000 shares of ISCV stock, worth $619,290. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,000
Previous 9,447
4.73%
Holding current value
$619,290
Previous $547,000
4.39%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding ISCV
# of Institutions
121Shares Held
3.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$27.4 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.264KShares$18.1 Million9.99% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$12.8 Million0.62% of portfolio
-
Matrix Trust CO186KShares$12.8 Million2.21% of portfolio
-
Bank Of America Corp Charlotte, NC156KShares$10.7 Million0.0% of portfolio