Resonant Capital Advisors, LLC Ishares Morningstar Small Cap Transaction History
Resonant Capital Advisors, LLC
- $1.35 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding ISCV
# of Institutions
123Shares Held
3.19MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$26.1 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.264KShares$17.2 Million9.99% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$12.2 Million0.62% 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