Axim Planning & Wealth Ishares Msci Usa Small Cap Mul Transaction History
Axim Planning & Wealth
- $123 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
148Shares Held
13.8MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.97MShares$256 Million16.35% of portfolio
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Wells Fargo & Company San Francisco, CA1.25MShares$80.5 Million0.02% of portfolio
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Acropolis Investment Management, LLC773KShares$49.8 Million3.05% of portfolio
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Ullmann Wealth Partners Group, LLC510KShares$32.8 Million4.82% of portfolio
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Black Rock Inc. New York, NY504KShares$32.5 Million0.0% of portfolio