Worth Financial Advisory Group, LLC Ishares Tr Us Small Cap Value Transaction History
Worth Financial Advisory Group, LLC
- $170 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding SVAL
# of Institutions
31Shares Held
3.33MCall Options Held
0Put Options Held
0-
Money Concepts Capital Corp2.02MShares$63.1 Million5.21% of portfolio
-
Bt Wealth Management LLC484KShares$15.1 Million3.63% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN280KShares$8.76 Million0.06% of portfolio
-
Truist Financial Corp97.1KShares$3.03 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC83.9KShares$2.62 Million0.0% of portfolio