Capital Advisors, Ltd. LLC Ishares Msci Usa Size Factor E Transaction History

Capital Advisors, Ltd. LLC

$793 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 08, 2020	SELL	$61.43 - $100.96 $4,238 - $6,966	-69 Closed	0 $0
Q4 2019 Feb 03, 2020	BUY	$87.53 - $97.5 $6,039 - $6,727	69 New	69 $7,000

Others Institutions Holding SIZE

# of Institutions

71

Shares Held

1.67M

Call Options Held

0

Put Options Held

100

Black Rock Inc. New York, NY

429K
Shares

$65.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

342K
Shares

$52.4 Million
0.0% of portfolio
Envestnet Asset Management Inc

183K
Shares

$28.1 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

163K
Shares

$25.1 Million
25.31% of portfolio
Trinity Wealth Management, LLC

112K
Shares

$17.2 Million
7.52% of portfolio

About ISHARES MSCI USA SIZE FACTOR E

Ticker SIZE
Sector ETFs
Industry ETFs

More about SIZE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisors, Ltd. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors, Ltd. LLC with notifications on news.