Private Wealth Strategies, L.L.C. Ishares Morningstar Small Cap Call Options Transaction History

Private Wealth Strategies, L.L.C.

$490 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding ISCG

# of Institutions

139

Shares Held

7.39M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.09M
Shares

$55.1 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

439K
Shares

$22.2 Million
0.02% of portfolio
Avantax Advisory Services, Inc.

395K
Shares

$20 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

389K
Shares

$19.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

388K
Shares

$19.6 Million
0.0% of portfolio

About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCG
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