Measured Wealth Private Client Group, LLC Ishares Morningstar Small Cap Transaction History
Measured Wealth Private Client Group, LLC
- $307 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding ISCV
# of Institutions
122Shares Held
3.18MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$26 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.261KShares$17 Million10.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA186KShares$12.2 Million0.61% of portfolio
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Matrix Trust CO186KShares$12.2 Million2.05% of portfolio
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Bank Of America Corp Charlotte, NC156KShares$10.2 Million0.0% of portfolio