Kdk Private Wealth Management, LLC Ishares Msci Usa Small Cap Mul Call Options Transaction History

Kdk Private Wealth Management, LLC

$93.6 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SMLF

# of Institutions

229

Shares Held

22.4M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.74M
Shares

$278 Million
13.81% of portfolio
Wells Fargo & Company San Francisco, CA

2.08M
Shares

$154 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.57M
Shares

$116 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

964K
Shares

$71.6 Million
0.02% of portfolio
Acropolis Investment Management, LLC

915K
Shares

$68 Million
3.32% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
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