Wealth Preservation Advisors, LLC Ishares Morningstar Small Cap Transaction History
Wealth Preservation Advisors, LLC
- $172 Billion
- Q3 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 480 shares of ISCV stock, worth $31,656. This represents 0.02% of its overall portfolio holdings.
Number of Shares
480
Previous 480
-0.0%
Holding current value
$31,656
Previous $29.5 Million
8.55%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding ISCV
# of Institutions
132Shares Held
4.47MCall Options Held
0Put Options Held
0-
Exchange Traded Concepts, LLC807KShares$53.2 Million0.52% of portfolio
-
Morgan Stanley New York, NY312KShares$20.6 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.291KShares$19.2 Million10.51% of portfolio
-
Matrix Trust CO185KShares$12.2 Million1.93% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA185KShares$12.2 Million0.55% of portfolio