Wharton Business Group, LLC Ishares Tr Us Small Cap Value Transaction History
Wharton Business Group, LLC
- $2.23 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding SVAL
# of Institutions
30Shares Held
3.04MCall Options Held
0Put Options Held
0-
Money Concepts Capital Corp2.02MShares$70.1 Million5.21% of portfolio
-
Bt Wealth Management LLC484KShares$16.8 Million3.63% of portfolio
-
Truist Financial Corp97.1KShares$3.37 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC83.9KShares$2.91 Million0.0% of portfolio
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Raymond James & Associates St Petersburg, FL48.6KShares$1.69 Million0.0% of portfolio