Wealth Bridge Capital Management, LLC Ishares Morningstar Small Cap Transaction History
Wealth Bridge Capital Management, LLC
- $384 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding ISCG
# of Institutions
158Shares Held
7.86MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.06MShares$53.8 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO491KShares$24.9 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC435KShares$22 Million0.01% of portfolio
-
Avantax Advisory Services, Inc.378KShares$19.2 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC371KShares$18.8 Million0.0% of portfolio