Wealthsource Partners, LLC Ishares Msci Usa Size Factor E Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Wealthsource Partners, LLC holds 2,211 shares of SIZE stock, worth $345,048. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,211
Previous 2,211
-0.0%
Holding current value
$345,048
Previous $259,000
12.36%
% of portfolio
0.02%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding SIZE
# of Institutions
72Shares Held
1.67MCall Options Held
0Put Options Held
1.2K-
Black Rock Inc. New York, NY429KShares$67 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC342KShares$53.3 Million0.0% of portfolio
-
Envestnet Asset Management Inc183KShares$28.5 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH171KShares$26.7 Million26.69% of portfolio
-
Trinity Wealth Management, LLC110KShares$17.1 Million7.47% of portfolio