Bcgm Wealth Management, LLC Ishares Msci Usa Size Factor E Transaction History
Bcgm Wealth Management, LLC
- $272 Million
- Q2 2024
A detailed history of Bcgm Wealth Management, LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 4,128 shares of SIZE stock, worth $615,938. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,128
Previous 4,166
0.91%
Holding current value
$615,938
Previous $592,000
4.22%
% of portfolio
0.21%
Previous 0.22%
Shares
13 transactions
Others Institutions Holding SIZE
# of Institutions
68Shares Held
1.67MCall Options Held
0Put Options Held
1.1K-
Black Rock Inc. New York, NY429KShares$64.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC358KShares$53.5 Million0.0% of portfolio
-
Envestnet Asset Management Inc182KShares$27.2 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH171KShares$25.5 Million26.69% of portfolio
-
Trinity Wealth Management, LLC110KShares$16.3 Million7.47% of portfolio