Kdk Private Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
Kdk Private Wealth Management, LLC
- $87.8 Billion
- Q1 2025
A detailed history of Kdk Private Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Kdk Private Wealth Management, LLC holds 3,503 shares of SMLF stock, worth $230,497. This represents 0.25% of its overall portfolio holdings.
Number of Shares
3,503
Previous 3,503
-0.0%
Holding current value
$230,497
Previous $236 Million
7.91%
% of portfolio
0.25%
Previous 0.25%
Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
205Shares Held
20.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.61MShares$237 Million13.21% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$124 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.15MShares$75.5 Million0.02% of portfolio
-
Acropolis Investment Management, LLC837KShares$55.1 Million3.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC631KShares$41.5 Million0.02% of portfolio