High Net Worth Advisory Group LLC Ishares Morningstar Small Cap Transaction History
High Net Worth Advisory Group LLC
- $345 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding ISCG
# of Institutions
145Shares Held
7.42MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.09MShares$56 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO439KShares$22.6 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC413KShares$21.3 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.395KShares$20.3 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC389KShares$20 Million0.01% of portfolio