Cornerstone Planning Group LLC Ishares Msci Usa Small Cap Mul Transaction History
Cornerstone Planning Group LLC
- $490 Billion
- Q2 2025
A detailed history of Cornerstone Planning Group LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 435,547 shares of SMLF stock, worth $30.1 Million. This represents 6.17% of its overall portfolio holdings.
Number of Shares
435,547
Previous 399,823
8.93%
Holding current value
$30.1 Million
Previous $23.7 Billion
27.59%
% of portfolio
6.17%
Previous 5.66%
Shares
4 transactions
Others Institutions Holding SMLF
# of Institutions
229Shares Held
22.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.74MShares$259 Million13.81% of portfolio
-
Wells Fargo & Company San Francisco, CA2.08MShares$144 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.57MShares$109 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC964KShares$66.7 Million0.02% of portfolio
-
Acropolis Investment Management, LLC871KShares$60.3 Million3.3% of portfolio