Wealth Enhancement Advisory Services, LLC Ishares Morningstar Small Cap Transaction History
Wealth Enhancement Advisory Services, LLC
- $40.3 Billion
- Q2 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 9,447 shares of ISCV stock, worth $577,306. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,447
Previous 9,254
2.09%
Holding current value
$577,306
Previous $566,000
3.36%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding ISCV
# of Institutions
116Shares Held
3.15MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY416KShares$25.4 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.263KShares$16.1 Million9.67% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA190KShares$11.6 Million0.62% of portfolio
-
Matrix Trust CO190KShares$11.6 Million2.49% of portfolio
-
Bank Of America Corp Charlotte, NC177KShares$10.8 Million0.0% of portfolio