Moisand Fitzgerald Tamayo, LLC Ishares Morningstar Small Cap Transaction History
Moisand Fitzgerald Tamayo, LLC
- $681 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding ISCG
# of Institutions
147Shares Held
7.42MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.09MShares$50.4 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO439KShares$20.3 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC413KShares$19.1 Million0.0% of portfolio
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Avantax Advisory Services, Inc.395KShares$18.3 Million0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC389KShares$18 Million0.01% of portfolio