Winch Advisory Services, LLC Ishares Tr Us Small Cap Value Transaction History
Winch Advisory Services, LLC
- $427 Million
- Q3 2025
A detailed history of Winch Advisory Services, LLC transactions in Ishares Tr Us Small Cap Value stock. As of the latest transaction made, Winch Advisory Services, LLC holds 434 shares of SVAL stock, worth $14,361. This represents 0.0% of its overall portfolio holdings.
Number of Shares
434
Previous 432
0.46%
Holding current value
$14,361
Previous $13,000
7.69%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SVAL
# of Institutions
44Shares Held
3.92MCall Options Held
0Put Options Held
0-
Money Concepts Capital Corp2.3MShares$76.1 Million5.15% of portfolio
-
Bt Wealth Management LLC484KShares$16 Million3.63% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN315KShares$10.4 Million0.07% of portfolio
-
Truist Financial Corp171KShares$5.67 Million0.01% of portfolio
-
Tocqueville Asset Management L.P. New York, NY134KShares$4.44 Million0.07% of portfolio